Bleakley Financial Group LLC Has $164.59 Million Position in iShares Core S&P Small-Cap ETF $IJR

Bleakley Financial Group LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 22.2% in the first quarter, HoldingsChannel.com reports. The firm owned 1,324,064 shares of the exchange traded fund’s stock after purchasing an additional 240,321 shares during the period. iShares Core S&P Small-Cap ETF comprises 2.6% of Bleakley Financial Group LLC’s investment portfolio, making the stock its 5th largest position. Bleakley Financial Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $164,594,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Crewe Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF by 4.2% during the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the period. Resonant Capital Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after acquiring an additional 5,942 shares during the period. Fortitude Family Office LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after acquiring an additional 4,209 shares during the period. Capital Asset Advisory Services LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 7.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock valued at $51,281,000 after purchasing an additional 29,257 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 27,298 shares of the exchange traded fund’s stock valued at $3,281,000 after purchasing an additional 5,328 shares during the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 0.4%

Shares of iShares Core S&P Small-Cap ETF stock opened at $144.99 on Tuesday. The company has a market cap of $108.97 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. The company’s 50 day moving average is $140.94 and its 200 day moving average is $132.51. iShares Core S&P Small-Cap ETF has a twelve month low of $107.08 and a twelve month high of $149.35.

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.