LifePlan Financial Group Inc Has $343,000 Stake in iShares Core S&P Small-Cap ETF (IJR)

LifePlan Financial Group Inc lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 26.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,942 shares of the exchange traded fund’s stock after acquiring an additional 1,047 shares during the quarter. LifePlan Financial Group Inc’s holdings in iShares Core S&P Small-Cap ETF were worth $343,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the company. Trust Co. of Vermont grew its stake in iShares Core S&P Small-Cap ETF by 1.2% during the third 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 during the period. TD Ameritrade Trust Co grew its stake in iShares Core S&P Small-Cap ETF by 6.4% in the third quarter. TD Ameritrade Trust Co now owns 150,467 shares of the exchange traded fund’s stock valued at $13,127,000 after acquiring an additional 9,048 shares during the period. Oppenheimer Asset Management Inc. grew its stake in iShares Core S&P Small-Cap ETF by 7.4% in the third quarter. Oppenheimer Asset Management Inc. now owns 571,643 shares of the exchange traded fund’s stock valued at $49,871,000 after acquiring an additional 39,224 shares during the period. Summit Asset Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 1.4% in the third quarter. Summit Asset Management LLC now owns 117,499 shares of the exchange traded fund’s stock valued at $10,251,000 after acquiring an additional 1,607 shares during the period. Finally, Advisors Capital Management LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the third quarter valued at approximately $220,000.

iShares Core S&P Small-Cap ETF stock traded up $0.16 during mid-day trading on Friday, reaching $74.00. The stock had a trading volume of 335,821 shares, compared to its average volume of 4,969,324. iShares Core S&P Small-Cap ETF has a fifty-two week low of $65.04 and a fifty-two week high of $90.56.

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 21st. Shareholders of record on Tuesday, December 18th were paid a $0.3214 dividend. This represents a $1.29 dividend on an annualized basis and a yield of 1.74%. The ex-dividend date of this dividend was Monday, December 17th. This is a boost from iShares Core S&P Small-Cap ETF’s previous quarterly dividend of $0.29.

TRADEMARK VIOLATION WARNING: This piece of content was posted by WKRB News and is the property of of WKRB News. If you are accessing this piece of content on another publication, it was stolen and republished in violation of US & international copyright & trademark legislation. The correct version of this piece of content can be viewed at https://www.wkrb13.com/2019/01/11/lifeplan-financial-group-inc-has-343000-stake-in-ishares-core-sp-small-cap-etf-ijr.html.

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.

See Also: What is the float in trading stocks?

Want to see what other hedge funds are holding IJR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR).

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