Synergy Asset Management LLC Trims Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Synergy Asset Management LLC decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 67.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,483 shares of the exchange traded fund’s stock after selling 9,166 shares during the quarter. Synergy Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $539,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the stock. Your Advocates Ltd. LLP grew its position in shares of iShares Core S&P Small-Cap ETF by 197.6% in the third quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 162 shares in the last quarter. Hantz Financial Services Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 85.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 117 shares in the last quarter. Bank & Trust Co purchased a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $30,000. New Millennium Group LLC boosted its stake in iShares Core S&P Small-Cap ETF by 105.3% in the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after purchasing an additional 158 shares during the period. Finally, WPG Advisers LLC boosted its stake in iShares Core S&P Small-Cap ETF by 306.6% in the 3rd quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock worth $51,000 after purchasing an additional 325 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 1.1%

IJR stock opened at $123.67 on Friday. The stock has a 50-day simple moving average of $127.76 and a two-hundred day simple moving average of $122.76. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $133.52. The firm has a market capitalization of $90.94 billion, a PE ratio of 16.52 and a beta of 1.08.

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. 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.