Transform Wealth LLC Reduces Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Transform Wealth LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,385 shares of the exchange traded fund’s stock after selling 535 shares during the quarter. Transform Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $513,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Core S&P Small-Cap ETF by 3.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock valued at $3,723,730,000 after buying an additional 1,149,045 shares during the period. Envestnet Asset Management Inc. grew its position in iShares Core S&P Small-Cap ETF by 98.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock valued at $1,825,266,000 after acquiring an additional 8,492,105 shares during the last quarter. LPL Financial LLC increased its stake in iShares Core S&P Small-Cap ETF by 2.5% in the second quarter. LPL Financial LLC now owns 13,317,367 shares of the exchange traded fund’s stock worth $1,420,430,000 after purchasing an additional 324,829 shares during the period. Raymond James & Associates lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.3% during the second quarter. Raymond James & Associates now owns 9,771,036 shares of the exchange traded fund’s stock worth $1,042,179,000 after purchasing an additional 222,707 shares during the last quarter. Finally, First Command Advisory Services Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 1.0% during the second quarter. First Command Advisory Services Inc. now owns 8,681,654 shares of the exchange traded fund’s stock valued at $926,212,000 after purchasing an additional 84,327 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $118.73 on Thursday. iShares Core S&P Small-Cap ETF has a 12 month low of $87.32 and a 12 month high of $120.74. The firm’s 50-day moving average is $114.27 and its 200 day moving average is $110.46. The company has a market capitalization of $86.14 billion, a PE ratio of 12.95 and a beta of 1.16.

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.