SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Makes New $7.79 Million Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co acquired a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 67,578 shares of the exchange traded fund’s stock, valued at approximately $7,786,000. iShares Core S&P Small-Cap ETF accounts for approximately 7.7% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings, making the stock its 2nd largest holding.

Other hedge funds also recently made changes to their positions in the company. Raymond James Financial Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $1,637,301,000. FMR LLC increased its stake in shares of 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 worth $2,589,128,000 after purchasing an additional 1,230,029 shares during the period. LPL Financial LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 5.2% during 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 during the last quarter. JPMorgan Chase & Co. boosted its stake in iShares Core S&P Small-Cap ETF by 21.9% in 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 period. Finally, World Investment Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 362.8% in the third quarter. World Investment Advisors LLC now owns 703,480 shares of the exchange traded fund’s stock valued at $82,279,000 after acquiring an additional 551,475 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.6 %

Shares of IJR opened at $104.70 on Wednesday. The firm’s 50 day moving average is $115.16 and its 200-day moving average is $117.10. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61. The stock has a market capitalization of $79.10 billion, a PE ratio of 17.05 and a beta of 1.15.

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.