EP Wealth Advisors LLC Has $22.57 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

EP Wealth Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 76.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 192,954 shares of the exchange traded fund’s stock after buying an additional 83,486 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $22,568,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the company. Insigneo Advisory Services LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 28.4% during the 3rd quarter. Insigneo Advisory Services LLC now owns 11,013 shares of the exchange traded fund’s stock worth $1,288,000 after purchasing an additional 2,438 shares during the last quarter. Kovitz Investment Group Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF by 7.0% during the third quarter. Kovitz Investment Group Partners LLC now owns 867,507 shares of the exchange traded fund’s stock worth $101,464,000 after purchasing an additional 57,069 shares during the period. Weaver Consulting Group increased its position in iShares Core S&P Small-Cap ETF by 15.7% during the third quarter. Weaver Consulting Group now owns 2,220 shares of the exchange traded fund’s stock worth $260,000 after buying an additional 302 shares during the last quarter. Stifel Financial Corp raised its stake in iShares Core S&P Small-Cap ETF by 1.8% in the third quarter. Stifel Financial Corp now owns 1,490,908 shares of the exchange traded fund’s stock valued at $174,381,000 after buying an additional 26,933 shares during the period. Finally, SWAN Capital LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the third quarter valued at approximately $83,000.

iShares Core S&P Small-Cap ETF Trading Up 0.0 %

IJR opened at $124.52 on Friday. The stock’s fifty day simple moving average is $119.53 and its 200 day simple moving average is $113.98. iShares Core S&P Small-Cap ETF has a 1-year low of $98.39 and a 1-year high of $128.61. The stock has a market cap of $90.34 billion, a PE ratio of 12.95 and a beta of 1.16.

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.