Concurrent Investment Advisors LLC boosted its stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 51,264 shares of the company’s stock after purchasing an additional 633 shares during the quarter. Concurrent Investment Advisors LLC owned approximately 0.07% of iShares S&P Small-Cap 600 Value ETF worth $5,568,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also added to or reduced their stakes in the company. Perigon Wealth Management LLC lifted its position in iShares S&P Small-Cap 600 Value ETF by 4.7% in the fourth quarter. Perigon Wealth Management LLC now owns 2,135 shares of the company’s stock valued at $235,000 after purchasing an additional 95 shares during the last quarter. Blue Trust Inc. increased its stake in shares of iShares S&P Small-Cap 600 Value ETF by 9.3% in the fourth quarter. Blue Trust Inc. now owns 1,176 shares of the company’s stock worth $128,000 after buying an additional 100 shares during the period. Arkadios Wealth Advisors raised its holdings in iShares S&P Small-Cap 600 Value ETF by 2.5% during the 3rd quarter. Arkadios Wealth Advisors now owns 4,346 shares of the company’s stock valued at $468,000 after buying an additional 106 shares during the last quarter. Thompson Investment Management Inc. boosted its position in iShares S&P Small-Cap 600 Value ETF by 1.4% during the 4th quarter. Thompson Investment Management Inc. now owns 7,821 shares of the company’s stock valued at $849,000 after buying an additional 106 shares during the period. Finally, Pinnacle Wealth Management Advisory Group LLC grew its holdings in iShares S&P Small-Cap 600 Value ETF by 0.8% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 14,080 shares of the company’s stock worth $1,529,000 after acquiring an additional 108 shares during the last quarter.
iShares S&P Small-Cap 600 Value ETF Trading Down 0.8 %
Shares of NYSEARCA:IJS opened at $108.25 on Friday. The company has a 50-day moving average price of $109.62 and a 200-day moving average price of $108.73. The company has a market cap of $7.57 billion, a price-to-earnings ratio of 11.70 and a beta of 1.20. iShares S&P Small-Cap 600 Value ETF has a 12 month low of $93.89 and a 12 month high of $119.28.
About iShares S&P Small-Cap 600 Value ETF
iShares S&P Small-Cap 600 Value ETF, formerly iShares S&P SmallCap 600 Value Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Value Index (the Index). The Index measures the performance of the small-capitalization value sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest value characteristics.
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