iShares Core S&P Small-Cap ETF $IJR Stock Sold by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 86,596 shares of the exchange traded fund’s stock after selling 7,368 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,781,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. Livet Wealth LLC lifted its position in iShares Core S&P Small-Cap ETF by 1.2% during the first quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock valued at $778,000 after buying an additional 75 shares during the period. Essential Partners LLC lifted its position in iShares Core S&P Small-Cap ETF by 5.5% in the 1st quarter. Essential Partners LLC now owns 1,494 shares of the exchange traded fund’s stock valued at $186,000 after acquiring an additional 78 shares in the last quarter. Tenzing Financial LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.6% during the second quarter. Tenzing Financial LLC now owns 3,147 shares of the exchange traded fund’s stock valued at $462,000 after purchasing an additional 80 shares in the last quarter. Exchange Bank boosted its position in shares of iShares Core S&P Small-Cap ETF by 1.4% during the third quarter. Exchange Bank now owns 5,995 shares of the exchange traded fund’s stock valued at $816,000 after buying an additional 80 shares during the last quarter. Finally, Stokes Capital Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 1.3% in the 1st quarter. Stokes Capital Advisors LLC now owns 6,282 shares of the exchange traded fund’s stock worth $781,000 after buying an additional 81 shares during the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 0.3%

IJR traded down $0.45 during midday trading on Tuesday, hitting $137.03. 1,156,569 shares of the company traded hands, compared to its average volume of 4,631,212. The company’s 50-day moving average is $143.13 and its 200 day moving average is $140.23. The firm has a market capitalization of $102.91 billion, a PE ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a 52 week low of $112.00 and a 52 week high of $150.69.

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. 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.