Oakwell Private Wealth Management LLC Buys 14,481 Shares of iShares Core S&P Small-Cap ETF $IJR

Oakwell Private Wealth Management LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.6% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 235,502 shares of the exchange traded fund’s stock after acquiring an additional 14,481 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 5.2% of Oakwell Private Wealth Management LLC’s holdings, making the stock its 4th largest holding. Oakwell Private Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $29,275,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Crewe Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 4.2% during the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after purchasing an additional 5,956 shares during the last quarter. Resonant Capital Advisors LLC increased its holdings in iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after buying an additional 5,942 shares during the last quarter. Fortitude Family Office LLC increased its holdings in iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after buying an additional 4,209 shares during the last quarter. Capital Asset Advisory Services LLC raised its stake in iShares Core S&P Small-Cap ETF by 7.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock valued at $51,281,000 after buying an additional 29,257 shares in the last quarter. Finally, Acorns Advisers LLC raised its stake in iShares Core S&P Small-Cap ETF by 3.7% during the third quarter. Acorns Advisers LLC now owns 3,470,507 shares of the exchange traded fund’s stock valued at $412,400,000 after buying an additional 122,669 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

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

NYSEARCA:IJR traded up $0.09 during trading hours on Friday, reaching $145.56. 2,329,584 shares of the stock were exchanged, compared to its average volume of 5,445,955. The firm has a 50 day simple moving average of $140.78 and a 200-day simple moving average of $132.29. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35. The stock has a market capitalization of $109.42 billion, a P/E ratio of 16.52 and a beta of 1.01.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.