Waverly Advisors LLC Purchases 32,273 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Waverly Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 85.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 70,172 shares of the exchange traded fund’s stock after purchasing an additional 32,273 shares during the quarter. Waverly Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,085,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in IJR. JPMorgan Chase & Co. boosted its stake in iShares Core S&P Small-Cap ETF by 21.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock valued at $426,794,000 after purchasing an additional 655,679 shares during the period. Tallon Kerry Patrick bought a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $3,107,000. Capital & Planning LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 7.3% during the 4th quarter. Capital & Planning LLC now owns 28,506 shares of the exchange traded fund’s stock valued at $3,284,000 after acquiring an additional 1,941 shares during the period. Red Door Wealth Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $210,000. Finally, Diversify Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 21.2% during the 4th quarter. Diversify Wealth Management LLC now owns 3,550 shares of the exchange traded fund’s stock valued at $401,000 after acquiring an additional 621 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $107.61 on Wednesday. The stock has a fifty day moving average price of $101.57 and a 200-day moving average price of $112.20. The company has a market cap of $78.96 billion, a price-to-earnings ratio of 16.31 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $128.61.

About iShares Core S&P Small-Cap ETF

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.