Tred Avon Family Wealth LLC Takes Position in iShares Core S&P Small-Cap ETF $IJR

Tred Avon Family Wealth LLC bought a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 4,404 shares of the exchange traded fund’s stock, valued at approximately $523,000.

Several other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC boosted its position in iShares Core S&P Small-Cap ETF by 24.3% in the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after buying an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $55,011,000. AQR Capital Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 80.7% in the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after acquiring an additional 8,025 shares during the last quarter. Millennium Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth approximately $5,503,000. Finally, Sound Stewardship LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 15.3% in the 2nd quarter. Sound Stewardship LLC now owns 51,572 shares of the exchange traded fund’s stock worth $5,636,000 after acquiring an additional 6,833 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $128.62 on Monday. The business has a fifty day moving average price of $121.58 and a 200 day moving average price of $118.09. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $129.48. The stock has a market capitalization of $94.12 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

About iShares Core S&P Small-Cap ETF

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.