Wealthsource Partners LLC Has $4.76 Million Holdings in iShares S&P SmallCap 600 Index (IJR)

Wealthsource Partners LLC raised its stake in iShares S&P SmallCap 600 Index (NYSE:IJR) by 16.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 67,954 shares of the exchange traded fund’s stock after purchasing an additional 9,348 shares during the period. iShares S&P SmallCap 600 Index accounts for approximately 1.6% of Wealthsource Partners LLC’s investment portfolio, making the stock its 9th largest holding. Wealthsource Partners LLC’s holdings in iShares S&P SmallCap 600 Index were worth $4,764,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. TCI Wealth Advisors Inc. grew its stake in iShares S&P SmallCap 600 Index by 105.5% in the second quarter. TCI Wealth Advisors Inc. now owns 1,432 shares of the exchange traded fund’s stock valued at $100,000 after purchasing an additional 735 shares during the last quarter. First Manhattan Co. grew its stake in iShares S&P SmallCap 600 Index by 4.4% in the second quarter. First Manhattan Co. now owns 1,786 shares of the exchange traded fund’s stock valued at $125,000 after purchasing an additional 76 shares during the last quarter. MCF Advisors LLC grew its stake in iShares S&P SmallCap 600 Index by 35.1% in the second quarter. MCF Advisors LLC now owns 2,035 shares of the exchange traded fund’s stock valued at $143,000 after purchasing an additional 529 shares during the last quarter. Endurance Wealth Management Inc. purchased a new position in iShares S&P SmallCap 600 Index in the second quarter valued at about $165,000. Finally, Glassman Wealth Services grew its stake in iShares S&P SmallCap 600 Index by 605.3% in the second quarter. Glassman Wealth Services now owns 2,821 shares of the exchange traded fund’s stock valued at $198,000 after purchasing an additional 2,421 shares during the last quarter.

WARNING: “Wealthsource Partners LLC Has $4.76 Million Holdings in iShares S&P SmallCap 600 Index (IJR)” was originally reported by TrueBlueTribune and is owned by of TrueBlueTribune. If you are viewing this news story on another website, it was stolen and republished in violation of US & international copyright & trademark laws. The correct version of this news story can be accessed at https://www.truebluetribune.com/2017/10/13/wealthsource-partners-llc-has-4-76-million-holdings-in-ishares-sp-smallcap-600-index-ijr.html.

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 29th. Stockholders of record on Wednesday, September 27th were issued a $0.2262 dividend. The ex-dividend date was Tuesday, September 26th. This represents a $0.90 dividend on an annualized basis and a dividend yield of 1.21%. This is an increase from iShares S&P SmallCap 600 Index’s previous quarterly dividend of $0.21.

About iShares S&P SmallCap 600 Index

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)

Receive News & Ratings for iShares S&P SmallCap 600 Index Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P SmallCap 600 Index and related companies with MarketBeat.com's FREE daily email newsletter.

Latest News

Leave a Reply