Burling Wealth Partners LLC Sells 5,997 Shares of iShares Core S&P Small-Cap ETF $IJR

Burling Wealth Partners LLC trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 121,205 shares of the exchange traded fund’s stock after selling 5,997 shares during the period. iShares Core S&P Small-Cap ETF makes up 2.4% of Burling Wealth Partners LLC’s investment portfolio, making the stock its 11th biggest holding. Burling Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $14,403,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Laurel Wealth Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 11,144.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock worth $1,500,400,000 after purchasing an additional 13,606,522 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 549.5% in the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after buying an additional 12,593,909 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Core S&P Small-Cap ETF by 5.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock valued at $4,513,996,000 after acquiring an additional 2,252,323 shares during the period. JPMorgan Chase & Co. grew its stake in iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after acquiring an additional 1,928,405 shares in the last quarter. Finally, Cerity Partners LLC grew its stake in iShares Core S&P Small-Cap ETF by 50.8% during the second quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock valued at $410,377,000 after acquiring an additional 1,265,540 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $131.18 on Thursday. The company’s 50 day simple moving average is $126.44 and its two-hundred day simple moving average is $120.82. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $133.52. The stock has a market capitalization of $96.46 billion, a PE ratio of 16.52 and a beta of 1.08.

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.