217,827 Shares in iShares Core S&P Small-Cap ETF $IJR Bought by FORM Wealth Advisors LLC

FORM Wealth Advisors LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 217,827 shares of the exchange traded fund’s stock, valued at approximately $26,178,000. iShares Core S&P Small-Cap ETF accounts for approximately 3.1% of FORM Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its position in iShares Core S&P Small-Cap ETF by 2.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after buying an additional 1,024,536 shares during the last quarter. Jones Financial Companies Lllp boosted its position in iShares Core S&P Small-Cap ETF by 549.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after buying an additional 12,593,909 shares during the last quarter. Ameriprise Financial Inc. boosted its position in iShares Core S&P Small-Cap ETF by 2.1% in the 2nd quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock valued at $601,837,000 after buying an additional 112,747 shares during the last quarter. JPMorgan Chase & Co. boosted its position in iShares Core S&P Small-Cap ETF by 60.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after buying an additional 1,928,405 shares during the last quarter. Finally, Truist Financial Corp boosted its position in iShares Core S&P Small-Cap ETF by 30.0% in the 3rd quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock valued at $484,181,000 after buying an additional 941,459 shares during the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $135.08 on Wednesday. The firm has a 50-day moving average of $127.78 and a two-hundred day moving average of $124.11. The stock has a market cap of $100.42 billion, a P/E ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 1-year low of $95.13 and a 1-year high of $137.29.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.