Venturi Wealth Management LLC Acquires 118,592 Shares of iShares Core S&P Small-Cap ETF $IJR

Venturi Wealth Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 578.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 139,095 shares of the exchange traded fund’s stock after buying an additional 118,592 shares during the quarter. Venturi Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,291,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Nvwm LLC bought a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth $25,000. Bank & Trust Co bought a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $30,000. Networth Advisors LLC purchased a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter worth $40,000. DecisionPoint Financial LLC lifted its stake in iShares Core S&P Small-Cap ETF by 61.7% in the 4th quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after purchasing an additional 132 shares in the last quarter. Finally, Richardson Financial Services Inc. bought a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at about $42,000. Institutional investors own 66.92% of the company’s stock.

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

Shares of iShares Core S&P Small-Cap ETF stock opened at $147.41 on Friday. The firm has a market cap of $110.06 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. The business has a 50-day moving average price of $138.59 and a 200-day moving average price of $130.65. iShares Core S&P Small-Cap ETF has a twelve month low of $107.08 and a twelve month high of $147.60.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.