BKM Wealth Management LLC Increases Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

BKM Wealth Management LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,197 shares of the exchange traded fund’s stock after purchasing an additional 392 shares during the quarter. BKM Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $829,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Centerpoint Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 3.4% during the 4th quarter. Centerpoint Advisors LLC now owns 120,976 shares of the exchange traded fund’s stock worth $13,939,000 after buying an additional 3,989 shares during the last quarter. Venturi Wealth Management LLC raised its position in iShares Core S&P Small-Cap ETF by 15.7% during the 4th quarter. Venturi Wealth Management LLC now owns 958,817 shares of the exchange traded fund’s stock worth $110,475,000 after buying an additional 129,943 shares during the last quarter. D.A. Davidson & CO. raised its position in iShares Core S&P Small-Cap ETF by 4.5% during the 4th quarter. D.A. Davidson & CO. now owns 262,885 shares of the exchange traded fund’s stock worth $30,290,000 after buying an additional 11,203 shares during the last quarter. Truist Financial Corp raised its position in iShares Core S&P Small-Cap ETF by 3.0% during the 4th quarter. Truist Financial Corp now owns 5,140,324 shares of the exchange traded fund’s stock worth $592,268,000 after buying an additional 147,688 shares during the last quarter. Finally, Burke & Herbert Bank & Trust Co. raised its position in iShares Core S&P Small-Cap ETF by 0.7% during the 4th quarter. Burke & Herbert Bank & Trust Co. now owns 84,230 shares of the exchange traded fund’s stock worth $9,705,000 after buying an additional 587 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.1 %

IJR opened at $117.09 on Tuesday. iShares Core S&P Small-Cap ETF has a 12-month low of $101.85 and a 12-month high of $128.61. The firm has a market capitalization of $84.95 billion, a PE ratio of 12.95 and a beta of 1.16. The firm has a 50 day moving average of $117.76 and a two-hundred day moving average of $117.13.

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.