iShares Core S&P Small-Cap ETF (IJR) Holdings Lifted by Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 98,395 shares of the exchange traded fund’s stock after purchasing an additional 13,473 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 2.3% of Gerber Kawasaki Wealth & Investment Management’s investment portfolio, making the stock its 14th biggest position. Gerber Kawasaki Wealth & Investment Management’s holdings in iShares Core S&P Small-Cap ETF were worth $8,456,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Cliftonlarsonallen Wealth Advisors LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 6.4% during the 3rd quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 174,129 shares of the exchange traded fund’s stock worth $15,191,000 after buying an additional 10,471 shares during the last quarter. Global Financial Private Capital LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 6.1% during the 3rd quarter. Global Financial Private Capital LLC now owns 503,825 shares of the exchange traded fund’s stock worth $43,955,000 after buying an additional 29,160 shares during the last quarter. Essex Financial Services Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 27.9% in the 3rd quarter. Essex Financial Services Inc. now owns 38,208 shares of the exchange traded fund’s stock valued at $3,333,000 after purchasing an additional 8,333 shares in the last quarter. Winfield Associates Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 309.6% in the 3rd quarter. Winfield Associates Inc. now owns 30,830 shares of the exchange traded fund’s stock valued at $2,690,000 after purchasing an additional 23,304 shares in the last quarter. Finally, Regal Investment Advisors LLC increased its holdings in iShares Core S&P Small-Cap ETF by 26.4% in the 3rd quarter. Regal Investment Advisors LLC now owns 72,579 shares of the exchange traded fund’s stock valued at $6,332,000 after purchasing an additional 15,143 shares in the last quarter.

Shares of NYSEARCA IJR opened at $79.97 on Friday. iShares Core S&P Small-Cap ETF has a 12-month low of $72.12 and a 12-month high of $90.56.

ILLEGAL ACTIVITY WARNING: “iShares Core S&P Small-Cap ETF (IJR) Holdings Lifted by Gerber Kawasaki Wealth & Investment Management” was first published by WKRB News and is the property of of WKRB News. If you are accessing this story on another website, it was illegally copied and reposted in violation of United States and international copyright law. The original version of this story can be viewed at https://www.wkrb13.com/2018/11/11/ishares-core-sp-small-cap-etf-ijr-holdings-lifted-by-gerber-kawasaki-wealth-investment-management.html.

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.

Read More: Market Capitalization, Large-Caps, Mid-Caps, Small-Caps

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

Receive News & Ratings for iShares Core S&P Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply