Legacy Private Trust Co. Trims Stake in iShares Core S&P Small-Cap ETF $IJR

Legacy Private Trust Co. lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.4% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 52,828 shares of the exchange traded fund’s stock after selling 4,870 shares during the period. Legacy Private Trust Co.’s holdings in iShares Core S&P Small-Cap ETF were worth $5,774,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IJR. 3Chopt Investment Partners LLC purchased a new stake in iShares Core S&P Small-Cap ETF in the first quarter valued at approximately $544,000. Pathway Financial Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 29.6% during the 1st quarter. Pathway Financial Advisors LLC now owns 109,794 shares of the exchange traded fund’s stock valued at $11,481,000 after buying an additional 25,106 shares in the last quarter. Naples Global Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 9.5% during the 1st quarter. Naples Global Advisors LLC now owns 58,096 shares of the exchange traded fund’s stock worth $6,075,000 after acquiring an additional 5,055 shares during the last quarter. Alley Investment Management Company LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.7% during the 1st quarter. Alley Investment Management Company LLC now owns 71,815 shares of the exchange traded fund’s stock worth $7,510,000 after acquiring an additional 468 shares during the last quarter. Finally, Principle Wealth Partners LLC grew its position in iShares Core S&P Small-Cap ETF by 2.8% in the first quarter. Principle Wealth Partners LLC now owns 285,183 shares of the exchange traded fund’s stock worth $29,822,000 after acquiring an additional 7,735 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 1.4%

NYSEARCA IJR opened at $118.46 on Monday. The stock’s 50-day simple moving average is $114.35 and its two-hundred day simple moving average is $107.78. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $128.61. The company has a market capitalization of $86.08 billion, a price-to-earnings ratio of 16.52 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.