Lodestar Private Asset Management LLC Buys 6,052 Shares of iShares Core S&P Small-Cap ETF $IJR
by Doug Wharley · The Cerbat GemLodestar Private Asset Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.1% during the fourth quarter, HoldingsChannel reports. The firm owned 152,453 shares of the exchange traded fund’s stock after buying an additional 6,052 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 1.8% of Lodestar Private Asset Management LLC’s holdings, making the stock its 15th largest position. Lodestar Private Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $18,322,000 as of its most recent SEC filing.
Several other institutional investors have also modified their holdings of IJR. Earned Wealth Advisors LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $22,824,000. BigSur Wealth Management LLC raised its holdings in iShares Core S&P Small-Cap ETF by 137.7% during the 4th quarter. BigSur Wealth Management LLC now owns 3,565 shares of the exchange traded fund’s stock valued at $428,000 after buying an additional 2,065 shares during the period. Sterling Investment Counsel LLC raised its holdings in iShares Core S&P Small-Cap ETF by 1.5% during the 4th quarter. Sterling Investment Counsel LLC now owns 65,400 shares of the exchange traded fund’s stock valued at $7,860,000 after buying an additional 975 shares during the period. Institute for Wealth Management LLC. lifted its position in iShares Core S&P Small-Cap ETF by 18.5% in the fourth quarter. Institute for Wealth Management LLC. now owns 11,066 shares of the exchange traded fund’s stock worth $1,330,000 after buying an additional 1,730 shares during the last quarter. Finally, Seeds Investor LLC lifted its position in iShares Core S&P Small-Cap ETF by 49.3% in the fourth quarter. Seeds Investor LLC now owns 13,655 shares of the exchange traded fund’s stock worth $1,641,000 after buying an additional 4,508 shares during the last quarter. 66.92% of the stock is owned by institutional investors.
iShares Core S&P Small-Cap ETF Price Performance
NYSEARCA IJR opened at $135.39 on Monday. iShares Core S&P Small-Cap ETF has a 52 week low of $93.37 and a 52 week high of $136.53. The firm has a market capitalization of $100.65 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. The company has a fifty day moving average of $127.64 and a two-hundred day moving average of $123.88.
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. 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.
Further Reading
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