Summit Financial LLC Sells 3,507 Shares of iShares Core S&P Small-Cap ETF $IJR

Summit Financial LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 144,185 shares of the exchange traded fund’s stock after selling 3,507 shares during the period. Summit Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,328,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Howland Capital Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 1.7% in the 4th quarter. Howland Capital Management LLC now owns 11,895 shares of the exchange traded fund’s stock valued at $1,430,000 after purchasing an additional 200 shares during the period. Circle Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 8.8% in the 4th quarter. Circle Wealth Management LLC now owns 2,289,101 shares of the exchange traded fund’s stock valued at $275,104,000 after purchasing an additional 185,508 shares during the period. Livet Wealth LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $743,000. Laurel Oak Wealth Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $3,445,000. Finally, FineMark National Bank & Trust grew its stake in shares of iShares Core S&P Small-Cap ETF by 7.5% in the 4th quarter. FineMark National Bank & Trust now owns 166,606 shares of the exchange traded fund’s stock valued at $20,023,000 after purchasing an additional 11,617 shares during the period. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 1.0%

IJR stock opened at $143.67 on Friday. iShares Core S&P Small-Cap ETF has a 1-year low of $105.15 and a 1-year high of $144.68. The firm has a market cap of $107.27 billion, a P/E ratio of 16.52 and a beta of 1.02. The business’s 50 day moving average is $135.66 and its 200-day moving average is $129.03.

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.