Orgel Wealth Management LLC Boosts Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Orgel Wealth Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,282 shares of the exchange traded fund’s stock after acquiring an additional 328 shares during the period. Orgel Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $493,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in IJR. International Assets Investment Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 8,742.1% in the third quarter. International Assets Investment Management LLC now owns 1,545,682 shares of the exchange traded fund’s stock valued at $180,783,000 after purchasing an additional 1,528,201 shares during the last quarter. FMR LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 5.9% in the third quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after buying an additional 1,230,029 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in iShares Core S&P Small-Cap ETF by 3.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock worth $3,723,730,000 after acquiring an additional 1,149,045 shares during the period. Venturi Wealth Management LLC raised its position in iShares Core S&P Small-Cap ETF by 15,751.5% during the third quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock valued at $96,945,000 after acquiring an additional 823,645 shares in the last quarter. Finally, LPL Financial LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 5.2% in the third quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock valued at $1,638,229,000 after acquiring an additional 689,382 shares during the period.

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

iShares Core S&P Small-Cap ETF stock opened at $117.99 on Friday. The firm has a market cap of $85.60 billion, a PE ratio of 12.95 and a beta of 1.16. The stock’s 50 day simple moving average is $120.24 and its two-hundred day simple moving average is $116.25. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61.

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.