Concert Wealth Management Inc. Lowers Holdings in iShares S&P SmallCap 600 Index (IJR)

Concert Wealth Management Inc. reduced its holdings in shares of iShares S&P SmallCap 600 Index (NYSE:IJR) by 74.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,140 shares of the exchange traded fund’s stock after selling 34,830 shares during the quarter. Concert Wealth Management Inc.’s holdings in iShares S&P SmallCap 600 Index were worth $852,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in IJR. Gibson Capital LLC increased its position in iShares S&P SmallCap 600 Index by 5.2% in the second quarter. Gibson Capital LLC now owns 5,043 shares of the exchange traded fund’s stock worth $350,000 after buying an additional 250 shares during the last quarter. Greenleaf Trust grew its position in shares of iShares S&P SmallCap 600 Index by 35.4% in the second quarter. Greenleaf Trust now owns 601,916 shares of the exchange traded fund’s stock valued at $42,200,000 after purchasing an additional 157,426 shares in the last quarter. Appropriate Balance Financial Services Inc. grew its position in shares of iShares S&P SmallCap 600 Index by 0.6% in the second quarter. Appropriate Balance Financial Services Inc. now owns 16,804 shares of the exchange traded fund’s stock valued at $239,686,000 after purchasing an additional 100 shares in the last quarter. Cue Financial Group Inc. purchased a new position in shares of iShares S&P SmallCap 600 Index in the second quarter valued at $304,000. Finally, Twele Capital Management Inc. grew its position in shares of iShares S&P SmallCap 600 Index by 8.8% in the second quarter. Twele Capital Management Inc. now owns 187,523 shares of the exchange traded fund’s stock valued at $13,147,000 after purchasing an additional 15,220 shares in the last quarter.

Shares of iShares S&P SmallCap 600 Index (IJR) traded up 0.54% during midday trading on Friday, reaching $70.78. The company’s stock had a trading volume of 1,209,763 shares. iShares S&P SmallCap 600 Index has a 12 month low of $57.72 and a 12 month high of $72.05. The company’s 50-day moving average price is $69.08 and its 200-day moving average price is $69.31.

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iShares S&P SmallCap 600 Index 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.

Institutional Ownership by Quarter for iShares S&P SmallCap 600 Index (NYSE:IJR)

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