iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Bought by Montis Financial LLC

Montis Financial LLC increased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,323 shares of the exchange traded fund’s stock after acquiring an additional 61 shares during the quarter. Montis Financial LLC’s holdings in iShares Russell 1000 Value ETF were worth $441,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IWD. Alaska Permanent Fund Corp lifted its position in shares of iShares Russell 1000 Value ETF by 85.8% during the first quarter. Alaska Permanent Fund Corp now owns 1,929,517 shares of the exchange traded fund’s stock worth $345,596,000 after purchasing an additional 890,764 shares during the last quarter. Cetera Investment Advisers lifted its holdings in iShares Russell 1000 Value ETF by 162.1% during the 1st quarter. Cetera Investment Advisers now owns 1,223,017 shares of the exchange traded fund’s stock worth $219,055,000 after buying an additional 756,464 shares during the last quarter. Strategic Financial Concepts LLC grew its position in shares of iShares Russell 1000 Value ETF by 17,863.4% in the 2nd quarter. Strategic Financial Concepts LLC now owns 414,955 shares of the exchange traded fund’s stock worth $724,000 after acquiring an additional 412,645 shares in the last quarter. Raymond James Financial Services Advisors Inc. increased its holdings in shares of iShares Russell 1000 Value ETF by 31.6% in the 2nd quarter. Raymond James Financial Services Advisors Inc. now owns 1,122,375 shares of the exchange traded fund’s stock valued at $195,821,000 after acquiring an additional 269,405 shares during the last quarter. Finally, Stairway Partners LLC raised its position in shares of iShares Russell 1000 Value ETF by 28.3% during the 1st quarter. Stairway Partners LLC now owns 1,029,059 shares of the exchange traded fund’s stock valued at $184,315,000 after acquiring an additional 226,880 shares in the last quarter.

iShares Russell 1000 Value ETF Stock Performance

Shares of NYSEARCA:IWD opened at $191.40 on Friday. The company’s fifty day moving average is $185.22 and its two-hundred day moving average is $179.22. iShares Russell 1000 Value ETF has a 1-year low of $143.34 and a 1-year high of $191.59. The stock has a market capitalization of $59.96 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).