Sendero Wealth Management LLC Boosts Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Sendero Wealth Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 29.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,734 shares of the exchange traded fund’s stock after buying an additional 1,291 shares during the quarter. Sendero Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $671,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in IJR. Barometer Capital Management Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $227,000. Vivaldi Capital Management LP lifted its stake in iShares Core S&P Small-Cap ETF by 20.0% during the fourth quarter. Vivaldi Capital Management LP now owns 7,588 shares of the exchange traded fund’s stock worth $789,000 after purchasing an additional 1,265 shares in the last quarter. LM Advisors LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth $287,000. Kestra Advisory Services LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 10.0% in the fourth quarter. Kestra Advisory Services LLC now owns 983,678 shares of the exchange traded fund’s stock valued at $106,483,000 after buying an additional 89,424 shares in the last quarter. Finally, Pacific Financial Group Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.3% in the fourth quarter. Pacific Financial Group Inc. now owns 83,461 shares of the exchange traded fund’s stock valued at $9,035,000 after buying an additional 281 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.9 %

IJR traded down $1.06 during mid-day trading on Thursday, hitting $113.81. 1,451,888 shares of the stock were exchanged, compared to its average volume of 3,826,537. The firm’s fifty day moving average is $113.62 and its two-hundred day moving average is $110.20. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $120.74. The company has a market cap of $82.57 billion, a PE ratio of 12.95 and a beta of 1.16.

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.