Heritage Wealth Partners LLC Makes New Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Heritage Wealth Partners LLC acquired a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,923 shares of the exchange traded fund’s stock, valued at approximately $208,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Atlantic Private Wealth LLC raised its holdings in iShares Core S&P Small-Cap ETF by 185.9% in the third quarter. Atlantic Private Wealth LLC now owns 263 shares of the exchange traded fund’s stock valued at $25,000 after acquiring an additional 171 shares in the last quarter. Bruce G. Allen Investments LLC purchased a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $28,000. Capital Investment Counsel Inc purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 3rd quarter valued at about $31,000. Industrial Alliance Investment Management Inc. acquired a new position in iShares Core S&P Small-Cap ETF during the third quarter worth approximately $42,000. Finally, Aspire Private Capital LLC grew its position in iShares Core S&P Small-Cap ETF by 181.5% during the 3rd quarter. Aspire Private Capital LLC now owns 473 shares of the exchange traded fund’s stock worth $45,000 after purchasing an additional 305 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Up 0.5 %

IJR stock traded up $0.56 during trading on Friday, hitting $110.52. The company had a trading volume of 4,049,117 shares, compared to its average volume of 4,577,003. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $111.16. The firm has a 50-day moving average price of $106.57 and a 200-day moving average price of $100.76. The firm has a market cap of $77.20 billion, a PE ratio of 12.11 and a beta of 1.15.

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.