Lyell Wealth Management LP Boosts Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Lyell Wealth Management LP increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 34.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,210 shares of the exchange traded fund’s stock after purchasing an additional 1,850 shares during the period. Lyell Wealth Management LP’s holdings in iShares Core S&P Small-Cap ETF were worth $843,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of IJR. WFA Asset Management Corp bought a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at approximately $36,000. DHJJ Financial Advisors Ltd. raised its stake in shares of iShares Core S&P Small-Cap ETF by 407.5% in the second quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock worth $36,000 after purchasing an additional 273 shares during the last quarter. HWG Holdings LP bought a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at $41,000. Financial Connections Group Inc. bought a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at $54,000. Finally, New Covenant Trust Company N.A. purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at $57,000.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $114.52 on Friday. The company has a market capitalization of $83.08 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The stock has a 50-day moving average of $114.98 and a 200 day moving average of $110.79. iShares Core S&P Small-Cap ETF has a one year low of $87.32 and a one year high of $120.74.

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.