Montis Financial LLC Sells 14,404 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Montis Financial LLC lessened its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 31.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,964 shares of the exchange traded fund’s stock after selling 14,404 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 1.1% of Montis Financial LLC’s investment portfolio, making the stock its 21st largest position. Montis Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,568,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Financial Life Planners bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $25,000. Bradley & Co. Private Wealth Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $33,000. Bellevue Asset Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $46,000. Brooklyn Investment Group bought a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $46,000. Finally, Endeavor Private Wealth Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $47,000.

iShares Core S&P Small-Cap ETF Trading Up 2.4 %

Shares of IJR stock opened at $105.00 on Friday. The stock has a market cap of $79.33 billion, a P/E ratio of 17.05 and a beta of 1.15. The stock has a 50 day simple moving average of $114.47 and a 200 day simple moving average of $116.83. iShares Core S&P Small-Cap ETF has a 1 year low of $101.85 and a 1 year high of $128.61.

iShares Core S&P Small-Cap ETF 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.