36,785 iShares Core S&P Small-Cap ETF $IJR Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC cut its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,099,696 shares of the exchange traded fund’s stock after selling 36,785 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 6.5% of Valeo Financial Advisors LLC’s investment portfolio, making the stock its largest position. Valeo Financial Advisors LLC owned approximately 0.28% of iShares Core S&P Small-Cap ETF worth $285,643,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Resources Management Corp CT ADV lifted its stake in shares of iShares Core S&P Small-Cap ETF by 144.7% during the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 123 shares during the last quarter. BankChampaign National Association purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at about $26,000. Investors Research Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at about $33,000. Evelyn Partners Asset Management Ltd bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 1st quarter valued at about $44,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $45,000. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 0.2%

Shares of iShares Core S&P Small-Cap ETF stock traded up $0.24 on Thursday, reaching $137.32. The stock had a trading volume of 2,121,982 shares, compared to its average volume of 4,664,832. The stock has a market capitalization of $103.12 billion, a P/E ratio of 16.52 and a beta of 1.03. The company has a 50 day moving average price of $143.66 and a 200 day moving average price of $139.91. iShares Core S&P Small-Cap ETF has a 1 year low of $112.00 and a 1 year high of $150.69.

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.