Capital Advisors Ltd. LLC Raises Holdings in iShares Core S&P Small-Cap ETF (IJR)

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Capital Advisors Ltd. LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,244 shares of the exchange traded fund’s stock after buying an additional 1,079 shares during the quarter. Capital Advisors Ltd. LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $987,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also bought and sold shares of the stock. Oppenheimer Asset Management Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 7.4% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 571,643 shares of the exchange traded fund’s stock worth $49,871,000 after purchasing an additional 39,224 shares in the last quarter. Trust Co. of Vermont boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.2% in the 3rd quarter. Trust Co. of Vermont now owns 236,389 shares of the exchange traded fund’s stock worth $20,622,000 after purchasing an additional 2,697 shares in the last quarter. TD Ameritrade Trust Co boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 6.4% in the 3rd quarter. TD Ameritrade Trust Co now owns 150,467 shares of the exchange traded fund’s stock worth $13,127,000 after purchasing an additional 9,048 shares in the last quarter. Summit Asset Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.4% in the 3rd quarter. Summit Asset Management LLC now owns 117,499 shares of the exchange traded fund’s stock worth $10,251,000 after purchasing an additional 1,607 shares in the last quarter. Finally, Advisors Capital Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 3rd quarter worth about $220,000.

IJR opened at $77.66 on Wednesday. iShares Core S&P Small-Cap ETF has a 12-month low of $65.04 and a 12-month high of $90.56.

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About iShares Core S&P Small-Cap ETF

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.

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Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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