Corient Private Wealth LLC Has $103.96 Million Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Corient Private Wealth LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 953,017 shares of the exchange traded fund’s stock after selling 118,831 shares during the period. Corient Private Wealth LLC owned about 0.13% of iShares Core S&P Small-Cap ETF worth $103,956,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. United Bank lifted its stake in shares of iShares Core S&P Small-Cap ETF by 2.3% in the 3rd quarter. United Bank now owns 28,852 shares of the exchange traded fund’s stock valued at $3,375,000 after purchasing an additional 659 shares during the last quarter. GSA Capital Partners LLP bought a new position in iShares Core S&P Small-Cap ETF during the third quarter valued at about $283,000. Schneider Downs Wealth Management Advisors LP raised its holdings in iShares Core S&P Small-Cap ETF by 3.0% during the third quarter. Schneider Downs Wealth Management Advisors LP now owns 69,874 shares of the exchange traded fund’s stock valued at $8,172,000 after buying an additional 2,068 shares in the last quarter. Accredited Investors Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 1.3% in the third quarter. Accredited Investors Inc. now owns 776,554 shares of the exchange traded fund’s stock worth $90,826,000 after buying an additional 10,003 shares during the last quarter. Finally, Obsidian Personal Planning Solutions LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 10.4% during the 3rd quarter. Obsidian Personal Planning Solutions LLC now owns 120,940 shares of the exchange traded fund’s stock worth $13,777,000 after acquiring an additional 11,382 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $105.00 on Monday. The business’s 50-day simple moving average is $114.47 and its 200-day simple moving average is $116.85. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61. The firm has a market cap of $78.79 billion, a price-to-earnings ratio of 15.91 and a beta of 1.16.

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.