iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) Shares Bought by BerganKDV Wealth Management LLC

BerganKDV Wealth Management LLC increased its holdings in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJRGet Rating) by 9.9% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 143,307 shares of the exchange traded fund’s stock after purchasing an additional 12,873 shares during the quarter. iShares S&P SmallCap 600 ETF accounts for about 1.7% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its 15th largest holding. BerganKDV Wealth Management LLC’s holdings in iShares S&P SmallCap 600 ETF were worth $15,460,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Mystic Asset Management Inc. bought a new position in iShares S&P SmallCap 600 ETF during the fourth quarter worth $29,000. Shore Point Advisors LLC bought a new position in iShares S&P SmallCap 600 ETF during the fourth quarter worth $30,000. London Co. of Virginia bought a new position in iShares S&P SmallCap 600 ETF during the fourth quarter worth $32,000. Kozak & Associates Inc. bought a new position in iShares S&P SmallCap 600 ETF during the fourth quarter worth $32,000. Finally, Aspire Wealth Management Corp bought a new position in iShares S&P SmallCap 600 ETF during the fourth quarter worth $34,000.

iShares S&P SmallCap 600 ETF Stock Performance

IJR traded up $0.52 during trading hours on Friday, hitting $101.62. 2,909,683 shares of the stock were exchanged, compared to its average volume of 5,017,900. The stock has a 50-day simple moving average of $96.25 and a 200-day simple moving average of $101.58. iShares S&P SmallCap 600 ETF has a 12 month low of $88.53 and a 12 month high of $121.45.

iShares S&P SmallCap 600 ETF Company Profile

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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.

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Institutional Ownership by Quarter for iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

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