Annex Advisory Services LLC Grows Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Annex Advisory Services LLC boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 221,928 shares of the exchange traded fund’s stock after acquiring an additional 17,014 shares during the period. Annex Advisory Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $25,571,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 50.6% in the third quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 91 shares during the period. HWG Holdings LP purchased a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter worth approximately $41,000. Brooklyn Investment Group bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $46,000. Abich Financial Wealth Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 285.6% during the 3rd quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock valued at $56,000 after buying an additional 357 shares in the last quarter. Finally, Fairscale Capital LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at approximately $58,000.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $117.99 on Monday. The company’s fifty day moving average price is $120.24 and its 200-day moving average price is $116.32. iShares Core S&P Small-Cap ETF has a one year low of $101.85 and a one year high of $128.61. The company has a market capitalization of $85.60 billion, a PE ratio of 12.95 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.