iShares Core S&P Small-Cap ETF $IJR Shares Sold by Lyell Wealth Management LP

Lyell Wealth Management LP trimmed its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 10.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,209 shares of the exchange traded fund’s stock after selling 3,981 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares Core S&P Small-Cap ETF were worth $4,790,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Wedmont Private Capital increased its position in shares of iShares Core S&P Small-Cap ETF by 9.8% during the second quarter. Wedmont Private Capital now owns 45,473 shares of the exchange traded fund’s stock worth $6,619,000 after purchasing an additional 4,060 shares in the last quarter. Coppell Advisory Solutions LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter valued at $4,588,000. Camden National Bank boosted its position in shares of iShares Core S&P Small-Cap ETF by 3.8% in the 1st quarter. Camden National Bank now owns 96,096 shares of the exchange traded fund’s stock worth $11,946,000 after purchasing an additional 3,509 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 44,570,998 shares of the exchange traded fund’s stock worth $6,610,325,000 after purchasing an additional 1,132,592 shares in the last quarter. Finally, Gainline Financial Partners LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter worth $1,107,000. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock opened at $141.05 on Wednesday. iShares Core S&P Small-Cap ETF has a 1-year low of $112.00 and a 1-year high of $150.69. The stock’s fifty day moving average price is $140.02 and its 200 day moving average price is $137.21. The company has a market cap of $106.15 billion, a price-to-earnings ratio of 16.52 and a beta of 1.04.

iShares Core S&P Small-Cap ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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