Invenio Wealth Partners LLC Lowers Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Invenio Wealth Partners LLC trimmed its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 17.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,209 shares of the exchange traded fund’s stock after selling 908 shares during the quarter. Invenio Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $485,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Financial Life Planners bought a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $25,000. Millstone Evans Group LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth $30,000. Curio Wealth LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth $31,000. Bradley & Co. Private Wealth Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $33,000. Finally, Murphy & Mullick Capital Management Corp purchased a new position in iShares Core S&P Small-Cap ETF in the fourth quarter worth $40,000.

iShares Core S&P Small-Cap ETF Stock Up 0.5 %

IJR opened at $104.57 on Tuesday. The business’s fifty day simple moving average is $112.31 and its 200 day simple moving average is $116.33. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61. The stock has a market cap of $78.47 billion, a PE ratio of 15.91 and a beta of 1.16.

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.