Apella Capital LLC Cuts Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Apella Capital LLC lessened its holdings 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 13F filing with the Securities and Exchange Commission. The fund owned 51,666 shares of the exchange traded fund’s stock after selling 101 shares during the period. Apella Capital LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,953,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in IJR. Versant Capital Management Inc raised its position in shares of iShares Core S&P Small-Cap ETF by 71.9% in the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after purchasing an additional 683 shares during the last quarter. Fidelis Capital Partners LLC increased its stake in iShares Core S&P Small-Cap ETF by 29.5% during the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock valued at $4,313,000 after purchasing an additional 9,098 shares in the last quarter. Sendero Wealth Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 29.1% in the third quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock worth $671,000 after buying an additional 1,291 shares during the last quarter. Joel Isaacson & Co. LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 2.3% during the third quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock worth $2,283,000 after buying an additional 444 shares during the period. Finally, TPG Advisors LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at $2,686,000.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $115.09 on Wednesday. The company has a market cap of $83.50 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The stock’s fifty day moving average price is $120.63 and its 200 day moving average price is $116.15. iShares Core S&P Small-Cap ETF has a 1 year low of $101.50 and a 1 year high of $128.61.

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.