BOK Financial Private Wealth Inc. Has $19.61 Million Stake in iShares Core S&P Small-Cap ETF $IJR

BOK Financial Private Wealth Inc. trimmed its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 164,997 shares of the exchange traded fund’s stock after selling 10,965 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.2% of BOK Financial Private Wealth Inc.’s investment portfolio, making the stock its 14th largest position. 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 filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Alaska Permanent Capital Management LLC lifted its position in iShares Core S&P Small-Cap ETF by 11.4% during the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after buying an additional 55,761 shares in the last quarter. Latko Wealth Management Ltd. lifted its holdings in iShares Core S&P Small-Cap ETF by 8.5% during the 3rd quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock worth $6,979,000 after buying an additional 4,608 shares in the last quarter. First Horizon Corp acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the 3rd quarter valued at $10,009,000. Cambridge Capital Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 4.1% during the third quarter. Cambridge Capital Management LLC now owns 172,892 shares of the exchange traded fund’s stock worth $20,545,000 after acquiring an additional 6,754 shares during the last quarter. Finally, Human Investing LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 5.0% in the third quarter. Human Investing LLC now owns 160,591 shares of the exchange traded fund’s stock valued at $19,083,000 after acquiring an additional 7,659 shares during the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

iShares Core S&P Small-Cap ETF stock opened at $130.81 on Wednesday. The company has a market cap of $96.19 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $133.52. The company’s 50-day moving average is $126.30 and its two-hundred day moving average is $120.75.

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.