Intergy Private Wealth LLC Purchases 968 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Intergy Private Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 12,552 shares of the exchange traded fund’s stock after buying an additional 968 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 0.5% of Intergy Private Wealth LLC’s holdings, making the stock its 28th largest holding. Intergy Private Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,313,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. LPF Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 12.9% during the 1st quarter. LPF Advisors LLC now owns 21,089 shares of the exchange traded fund’s stock worth $2,205,000 after purchasing an additional 2,414 shares in the last quarter. Stokes Capital Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 3.3% in the first quarter. Stokes Capital Advisors LLC now owns 7,024 shares of the exchange traded fund’s stock valued at $734,000 after buying an additional 222 shares during the period. Blue Zone Wealth Advisors LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at approximately $241,000. KFG Wealth Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 4.1% during the first quarter. KFG Wealth Management LLC now owns 3,402 shares of the exchange traded fund’s stock worth $356,000 after acquiring an additional 134 shares in the last quarter. Finally, Radnor Capital Management LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter worth $274,000.

iShares Core S&P Small-Cap ETF Trading Up 1.2%

IJR opened at $107.67 on Friday. The stock has a market capitalization of $78.36 billion, a P/E ratio of 16.94 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $128.61. The firm’s fifty day simple moving average is $101.50 and its 200 day simple moving average is $110.81.

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.