Alterna Wealth Management Inc. Grows Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Alterna Wealth Management Inc. increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 243.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,991 shares of the exchange traded fund’s stock after purchasing an additional 4,247 shares during the period. Alterna Wealth Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $690,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. International Assets Investment Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 8,742.1% during the third quarter. International Assets Investment Management LLC now owns 1,545,682 shares of the exchange traded fund’s stock valued at $180,783,000 after buying an additional 1,528,201 shares during the last quarter. FMR LLC grew its stake in iShares Core S&P Small-Cap ETF by 5.9% during the third quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock valued at $2,589,128,000 after acquiring an additional 1,230,029 shares in the last quarter. Venturi Wealth Management LLC increased its holdings in iShares Core S&P Small-Cap ETF by 15,751.5% in the 3rd quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock valued at $96,945,000 after acquiring an additional 823,645 shares during the last quarter. LPL Financial LLC lifted its stake in iShares Core S&P Small-Cap ETF by 5.2% in the 3rd quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock worth $1,638,229,000 after purchasing an additional 689,382 shares in the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 21.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock valued at $426,794,000 after purchasing an additional 655,679 shares during the last quarter.

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

Shares of iShares Core S&P Small-Cap ETF stock opened at $118.44 on Monday. iShares Core S&P Small-Cap ETF has a twelve month low of $101.85 and a twelve month high of $128.61. The business has a 50-day moving average price of $119.48 and a 200-day moving average price of $117.02. The firm has a market cap of $85.93 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16.

About iShares Core S&P Small-Cap ETF

(Free Report)

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.

Recommended Stories

Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Receive News & Ratings for iShares Core S&P Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.