Lyell Wealth Management LP Sells 3,981 Shares of iShares Core S&P Small-Cap ETF $IJR

Lyell Wealth Management LP decreased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor 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 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Woodmont Investment Counsel LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 1.8% during the third quarter. Woodmont Investment Counsel LLC now owns 4,163 shares of the exchange traded fund’s stock valued at $566,000 after buying an additional 73 shares during the last quarter. James Investment Research Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 4.6% in the 3rd quarter. James Investment Research Inc. now owns 1,694 shares of the exchange traded fund’s stock valued at $230,000 after acquiring an additional 74 shares during the period. Essential Partners LLC raised its stake 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 worth $186,000 after acquiring an additional 78 shares during the last quarter. Tenzing Financial LLC raised its stake in iShares Core S&P Small-Cap ETF by 2.6% in the 2nd quarter. Tenzing Financial LLC now owns 3,147 shares of the exchange traded fund’s stock worth $462,000 after acquiring an additional 80 shares during the last quarter. Finally, Exchange Bank raised its stake in iShares Core S&P Small-Cap ETF by 1.4% in the 3rd quarter. Exchange Bank now owns 5,995 shares of the exchange traded fund’s stock worth $816,000 after acquiring an additional 80 shares during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $141.05 on Wednesday. The stock has a 50-day moving average of $140.02 and a two-hundred day moving average of $137.21. iShares Core S&P Small-Cap ETF has a one year low of $112.00 and a one year high of $150.69. The stock has a market cap of $106.15 billion, a P/E ratio of 16.52 and a beta of 1.04.

iShares Core S&P Small-Cap ETF Company 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.