Fiduciary Alliance LLC Acquires 30,739 Shares of iShares Core S&P Small-Cap ETF $IJR

Fiduciary Alliance LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 18.9% in the first quarter, Holdings Channel reports. The institutional investor owned 193,386 shares of the exchange traded fund’s stock after purchasing an additional 30,739 shares during the period. iShares Core S&P Small-Cap ETF makes up 1.6% of Fiduciary Alliance LLC’s holdings, making the stock its 8th biggest holding. Fiduciary Alliance LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $25,577,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Pasadena Private Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.7% in the 4th quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after acquiring an additional 76 shares during the last quarter. Flavin Financial Services Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 0.4% during the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after acquiring an additional 78 shares in the last quarter. First Trust Advisors LP lifted its stake in iShares Core S&P Small-Cap ETF by 1.7% during the fourth quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after purchasing an additional 78 shares during the last quarter. Westmount Partners LLC lifted its stake in iShares Core S&P Small-Cap ETF by 0.3% during the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares during the last quarter. Finally, Kapstone Financial Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.3% in the fourth quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock valued at $229,000 after purchasing an additional 79 shares in the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 1.2%

Shares of IJR opened at $144.42 on Thursday. The company has a market capitalization of $107.83 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $145.33. The stock has a 50 day moving average price of $138.01 and a 200 day moving average price of $130.36.

iShares Core S&P Small-Cap ETF Profile

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.