EP Wealth Advisors LLC Cuts Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

EP Wealth Advisors LLC lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 99,233 shares of the exchange traded fund’s stock after selling 4,934 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,742,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Wells Fargo & Company MN lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% during the 4th quarter. Wells Fargo & Company MN now owns 16,552,313 shares of the exchange traded fund’s stock valued at $1,791,788,000 after buying an additional 88,472 shares during the period. FMR LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.6% during the 3rd quarter. FMR LLC now owns 13,473,730 shares of the exchange traded fund’s stock valued at $1,270,977,000 after purchasing an additional 76,899 shares during the period. LPL Financial LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 3.4% during the 3rd quarter. LPL Financial LLC now owns 11,422,572 shares of the exchange traded fund’s stock valued at $1,077,491,000 after purchasing an additional 372,791 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 12.3% in the 4th quarter. Envestnet Asset Management Inc. now owns 10,427,455 shares of the exchange traded fund’s stock worth $1,128,772,000 after purchasing an additional 1,141,026 shares during the period. Finally, UBS Group AG boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 3.6% in the fourth quarter. UBS Group AG now owns 10,130,084 shares of the exchange traded fund’s stock worth $1,096,582,000 after buying an additional 352,841 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 1.5 %

iShares Core S&P Small-Cap ETF stock traded down $1.58 during trading on Friday, reaching $104.68. The company had a trading volume of 2,643,935 shares, compared to its average volume of 3,892,319. The firm has a market capitalization of $75.95 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The firm’s 50-day simple moving average is $107.16 and its 200 day simple moving average is $106.19. iShares Core S&P Small-Cap ETF has a 52 week low of $87.32 and a 52 week high of $111.57.

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.