iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Oakwell Private Wealth Management LLC’s 4th Largest Position

Oakwell Private Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 172,589 shares of the exchange traded fund’s stock after purchasing an additional 17,933 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 5.6% of Oakwell Private Wealth Management LLC’s holdings, making the stock its 4th biggest position. Oakwell Private Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $19,886,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Cantor Fitzgerald Investment Advisors L.P. boosted its position in iShares Core S&P Small-Cap ETF by 46.8% in the third quarter. Cantor Fitzgerald Investment Advisors L.P. now owns 48,224 shares of the exchange traded fund’s stock worth $5,640,000 after purchasing an additional 15,384 shares during the last quarter. Traynor Capital Management Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 59.4% in the 3rd quarter. Traynor Capital Management Inc. now owns 110,665 shares of the exchange traded fund’s stock worth $12,943,000 after buying an additional 41,225 shares during the last quarter. Boston Financial Mangement LLC grew its position in iShares Core S&P Small-Cap ETF by 1.8% during the third quarter. Boston Financial Mangement LLC now owns 123,109 shares of the exchange traded fund’s stock valued at $14,399,000 after buying an additional 2,170 shares during the period. Fortitude Family Office LLC raised its position in iShares Core S&P Small-Cap ETF by 7.4% in the third quarter. Fortitude Family Office LLC now owns 36,620 shares of the exchange traded fund’s stock worth $4,283,000 after acquiring an additional 2,530 shares during the period. Finally, Legacy Wealth Management Inc boosted its stake in iShares Core S&P Small-Cap ETF by 2.8% in the third quarter. Legacy Wealth Management Inc now owns 477,610 shares of the exchange traded fund’s stock valued at $55,861,000 after acquiring an additional 13,010 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Up 0.1 %

iShares Core S&P Small-Cap ETF stock opened at $112.65 on Wednesday. The firm has a 50 day moving average price of $116.63 and a 200-day moving average price of $117.38. iShares Core S&P Small-Cap ETF has a twelve month low of $101.85 and a twelve month high of $128.61. The company has a market capitalization of $85.11 billion, a P/E ratio of 17.05 and a beta of 1.15.

iShares Core S&P Small-Cap ETF Company 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.