iShares Core S&P Small-Cap ETF $IJR Shares Acquired by Montag A & Associates Inc.

Montag A & Associates Inc. lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 41.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,295 shares of the exchange traded fund’s stock after purchasing an additional 17,957 shares during the period. Montag A & Associates Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $7,620,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the business. Nicholas Hoffman & Company LLC. lifted its position in shares of iShares Core S&P Small-Cap ETF by 42.8% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 4,404 shares of the exchange traded fund’s stock valued at $547,000 after buying an additional 1,321 shares in the last quarter. Navalign LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.3% in the 1st quarter. Navalign LLC now owns 166,187 shares of the exchange traded fund’s stock worth $20,659,000 after acquiring an additional 565 shares in the last quarter. Alliance Wealth Management Group increased its holdings in iShares Core S&P Small-Cap ETF by 4.5% in the 1st quarter. Alliance Wealth Management Group now owns 50,715 shares of the exchange traded fund’s stock worth $6,308,000 after acquiring an additional 2,177 shares in the last quarter. Northwest Wealth Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 9.4% during the first quarter. Northwest Wealth Advisors LLC now owns 10,926 shares of the exchange traded fund’s stock worth $1,358,000 after acquiring an additional 942 shares during the period. Finally, Clare Market Investments LLC acquired a new position in iShares Core S&P Small-Cap ETF during the first quarter worth $569,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 1.0%

IJR opened at $145.39 on Wednesday. The firm’s fifty day simple moving average is $140.22 and its two-hundred day simple moving average is $131.88. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $149.35. The company has a market cap of $109.28 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.

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.