Private Ocean LLC Decreases Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Private Ocean LLC lessened its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,760 shares of the exchange traded fund’s stock after selling 2,388 shares during the quarter. Private Ocean LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,963,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Dohj LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 710.1% in the fourth quarter. Dohj LLC now owns 34,098 shares of the exchange traded fund’s stock valued at $3,691,000 after acquiring an additional 29,889 shares in the last quarter. Zhang Financial LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 1.4% in the fourth quarter. Zhang Financial LLC now owns 15,746 shares of the exchange traded fund’s stock valued at $1,705,000 after acquiring an additional 212 shares in the last quarter. Fusion Family Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 128.8% in the fourth quarter. Fusion Family Wealth LLC now owns 155,572 shares of the exchange traded fund’s stock valued at $16,841,000 after purchasing an additional 87,564 shares during the last quarter. Lowe Brockenbrough & Co. Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 4.8% in the third quarter. Lowe Brockenbrough & Co. Inc. now owns 141,719 shares of the exchange traded fund’s stock valued at $13,433,000 after purchasing an additional 6,504 shares during the last quarter. Finally, Stockman Wealth Management Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 5.5% in the fourth quarter. Stockman Wealth Management Inc. now owns 351,341 shares of the exchange traded fund’s stock valued at $38,033,000 after purchasing an additional 18,216 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $106.66 on Friday. iShares Core S&P Small-Cap ETF has a one year low of $87.32 and a one year high of $111.57. The stock has a market cap of $77.38 billion, a PE ratio of 12.95 and a beta of 1.16. The stock has a 50 day moving average price of $107.35 and a 200 day moving average price of $106.72.

iShares Core S&P Small-Cap ETF Company 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.