iShares Russell 1000 Value ETF $IWD Shares Bought by Amplius Wealth Advisors LLC

Amplius Wealth Advisors LLC raised its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWDFree Report) by 17.8% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,332 shares of the exchange traded fund’s stock after purchasing an additional 1,110 shares during the period. Amplius Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,424,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. American National Bank & Trust raised its position in shares of iShares Russell 1000 Value ETF by 8.1% in the 2nd quarter. American National Bank & Trust now owns 4,768 shares of the exchange traded fund’s stock valued at $926,000 after purchasing an additional 358 shares in the last quarter. Apollon Wealth Management LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 0.8% in the 2nd quarter. Apollon Wealth Management LLC now owns 13,685 shares of the exchange traded fund’s stock valued at $2,658,000 after acquiring an additional 106 shares during the last quarter. Falcon Wealth Planning increased its holdings in shares of iShares Russell 1000 Value ETF by 6.5% in the 2nd quarter. Falcon Wealth Planning now owns 1,166 shares of the exchange traded fund’s stock valued at $226,000 after acquiring an additional 71 shares during the last quarter. Builder Investment Group Inc. ADV bought a new stake in shares of iShares Russell 1000 Value ETF in the 2nd quarter valued at approximately $205,000. Finally, ST Germain D J Co. Inc. increased its holdings in shares of iShares Russell 1000 Value ETF by 62.4% in the 2nd quarter. ST Germain D J Co. Inc. now owns 2,851 shares of the exchange traded fund’s stock valued at $554,000 after acquiring an additional 1,095 shares during the last quarter. 84.93% of the stock is owned by institutional investors and hedge funds.

iShares Russell 1000 Value ETF Trading Down 0.5%

Shares of NYSEARCA IWD opened at $203.80 on Friday. iShares Russell 1000 Value ETF has a twelve month low of $163.19 and a twelve month high of $207.58. The company has a market capitalization of $64.73 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. The business has a 50 day simple moving average of $202.94 and a 200-day simple moving average of $194.88.

About iShares Russell 1000 Value ETF

(Free Report)

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).

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Institutional Ownership by Quarter for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

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