Atria Wealth Solutions Inc. Has $51.26 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Atria Wealth Solutions Inc. increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 473,497 shares of the exchange traded fund’s stock after purchasing an additional 51,828 shares during the period. iShares Core S&P Small-Cap ETF makes up 0.6% of Atria Wealth Solutions Inc.’s portfolio, making the stock its 19th biggest position. Atria Wealth Solutions Inc. owned about 0.07% of iShares Core S&P Small-Cap ETF worth $51,256,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Capital Advisors Ltd. LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% during the fourth quarter. Capital Advisors Ltd. LLC now owns 17,776 shares of the exchange traded fund’s stock worth $1,924,000 after buying an additional 100 shares in the last quarter. Wynn Capital LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $260,000. JMG Financial Group Ltd. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 43.8% during the fourth quarter. JMG Financial Group Ltd. now owns 29,653 shares of the exchange traded fund’s stock worth $3,210,000 after buying an additional 9,034 shares in the last quarter. Madison Park Capital Advisors LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $4,798,000. Finally, Fountainhead AM LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 8.2% during the fourth quarter. Fountainhead AM LLC now owns 225,832 shares of the exchange traded fund’s stock worth $24,446,000 after buying an additional 17,137 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR traded down $0.28 during mid-day trading on Wednesday, hitting $105.68. 2,933,393 shares of the stock were exchanged, compared to its average volume of 4,394,775. The company has a market cap of $76.98 billion, a P/E ratio of 12.80 and a beta of 1.18. The stock’s fifty day simple moving average is $106.85 and its two-hundred day simple moving average is $102.28. iShares Core S&P Small-Cap ETF has a twelve month low of $87.32 and a twelve month high of $111.16.

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.