Clearstead Trust LLC Buys 143 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Clearstead Trust LLC boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,227 shares of the exchange traded fund’s stock after purchasing an additional 143 shares during the period. Clearstead Trust LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $241,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of IJR. Kerntke Otto McGlone Wealth Management Group grew its stake in shares of iShares Core S&P Small-Cap ETF by 1.2% during the 4th quarter. Kerntke Otto McGlone Wealth Management Group now owns 57,020 shares of the exchange traded fund’s stock worth $6,172,000 after acquiring an additional 688 shares in the last quarter. NavPoint Financial Inc. acquired a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $1,096,000. Connecticut Wealth Management LLC lifted its position in iShares Core S&P Small-Cap ETF by 11.9% during the 4th quarter. Connecticut Wealth Management LLC now owns 834,618 shares of the exchange traded fund’s stock worth $90,347,000 after buying an additional 88,581 shares in the last quarter. Avidian Wealth Solutions LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 8.2% during the 4th quarter. Avidian Wealth Solutions LLC now owns 142,338 shares of the exchange traded fund’s stock worth $15,408,000 after buying an additional 10,841 shares during the last quarter. Finally, TCG Advisory Services LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 30.8% in the 4th quarter. TCG Advisory Services LLC now owns 6,167 shares of the exchange traded fund’s stock valued at $668,000 after acquiring an additional 1,452 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Up 0.8 %

Shares of NYSEARCA:IJR traded up $0.80 during midday trading on Friday, reaching $107.13. The company had a trading volume of 3,723,980 shares, compared to its average volume of 4,316,280. The stock has a market cap of $77.72 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 $87.32 and a 1-year high of $111.16. The business’s 50 day moving average price is $106.67 and its 200 day moving average price is $102.98.

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.