Laurel Wealth Planning LLC Decreases Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Laurel Wealth Planning LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,656 shares of the exchange traded fund’s stock after selling 1,015 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.0% of Laurel Wealth Planning LLC’s investment portfolio, making the stock its 28th biggest position. Laurel Wealth Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,480,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IJR. Northwestern Mutual Wealth Management Co. lifted its stake in iShares Core S&P Small-Cap ETF by 3.4% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock valued at $3,723,730,000 after buying an additional 1,149,045 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 98.5% during the second quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock valued at $1,825,266,000 after acquiring an additional 8,492,105 shares during the last quarter. LPL Financial LLC increased its position in iShares Core S&P Small-Cap ETF by 2.5% during the 2nd quarter. LPL Financial LLC now owns 13,317,367 shares of the exchange traded fund’s stock worth $1,420,430,000 after purchasing an additional 324,829 shares in the last quarter. Raymond James & Associates raised its stake in iShares Core S&P Small-Cap ETF by 1.4% in the 3rd quarter. Raymond James & Associates now owns 9,904,939 shares of the exchange traded fund’s stock valued at $1,158,482,000 after purchasing an additional 133,903 shares during the last quarter. Finally, First Command Advisory Services Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 1.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 8,681,654 shares of the exchange traded fund’s stock valued at $926,212,000 after purchasing an additional 84,327 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Up 0.8 %

Shares of NYSEARCA IJR traded up $0.95 during midday trading on Friday, reaching $114.87. 187,424 shares of the stock were exchanged, compared to its average volume of 3,723,632. The company has a market capitalization of $83.34 billion, a P/E ratio of 12.95 and a beta of 1.16. The stock has a 50 day moving average price of $115.17 and a 200-day moving average price of $111.08. iShares Core S&P Small-Cap ETF has a 52-week low of $90.29 and a 52-week high of $120.74.

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.