BOK Financial Private Wealth Inc. Sells 10,965 Shares of iShares Core S&P Small-Cap ETF $IJR

BOK Financial Private Wealth Inc. trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 164,997 shares of the exchange traded fund’s stock after selling 10,965 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 1.2% of BOK Financial Private Wealth Inc.’s portfolio, making the stock its 14th largest holding. BOK Financial Private Wealth Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $19,607,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC raised its holdings in iShares Core S&P Small-Cap ETF by 24.3% in the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after acquiring an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $55,011,000. AQR Capital Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 80.7% in the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after purchasing an additional 8,025 shares in the last quarter. Millennium Management LLC bought a new position in iShares Core S&P Small-Cap ETF in the first quarter worth $5,503,000. Finally, Vanguard Personalized Indexing Management LLC boosted its stake in iShares Core S&P Small-Cap ETF by 11.1% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 5,845 shares of the exchange traded fund’s stock worth $639,000 after buying an additional 582 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $130.81 on Wednesday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $133.52. The firm has a market capitalization of $96.19 billion, a PE ratio of 16.52 and a beta of 1.08. The company’s fifty day moving average price is $126.30 and its two-hundred day moving average price is $120.75.

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. 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.