iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Burkett Financial Services LLC’s 9th Largest Position

Burkett Financial Services LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 66,781 shares of the exchange traded fund’s stock after acquiring an additional 139 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 3.1% of Burkett Financial Services LLC’s holdings, making the stock its 9th largest position. Burkett Financial Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,695,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Envestnet Asset Management Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 98.5% in the second quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock valued at $1,825,266,000 after buying an additional 8,492,105 shares in the last quarter. International Assets Investment Management LLC boosted its stake in shares of 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 worth $180,783,000 after acquiring 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 acquiring an additional 1,230,029 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 3.4% in 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 last quarter. Finally, Venturi Wealth Management LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 15,751.5% in the third quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock worth $96,945,000 after acquiring an additional 823,645 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR traded up $1.09 during trading on Monday, reaching $117.32. The stock had a trading volume of 2,046,076 shares, compared to its average volume of 3,427,294. The business has a fifty day moving average price of $120.72 and a 200-day moving average price of $115.70. The stock has a market cap of $85.12 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1-year low of $101.50 and a 1-year high of $128.61.

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.