Montag A & Associates Inc. Acquires 1,464 Shares of iShares Russell 1000 ETF $IWB

Montag A & Associates Inc. raised its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB) by 1.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 107,845 shares of the company’s stock after buying an additional 1,464 shares during the quarter. iShares Russell 1000 ETF comprises 1.8% of Montag A & Associates Inc.’s holdings, making the stock its 8th largest position. Montag A & Associates Inc. owned 0.09% of iShares Russell 1000 ETF worth $39,415,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in IWB. Rede Wealth LLC purchased a new position in iShares Russell 1000 ETF during the third quarter valued at approximately $2,475,000. First Horizon Corp purchased a new stake in iShares Russell 1000 ETF in the 3rd quarter worth approximately $2,240,000. Belpointe Asset Management LLC grew its stake in shares of iShares Russell 1000 ETF by 109.2% during the 3rd quarter. Belpointe Asset Management LLC now owns 10,904 shares of the company’s stock worth $3,985,000 after purchasing an additional 5,692 shares during the period. Flow Traders U.S. LLC acquired a new stake in shares of iShares Russell 1000 ETF during the 2nd quarter worth approximately $1,485,000. Finally, Calamos Wealth Management LLC increased its holdings in shares of iShares Russell 1000 ETF by 16.5% during the 3rd quarter. Calamos Wealth Management LLC now owns 10,400 shares of the company’s stock valued at $3,801,000 after purchasing an additional 1,474 shares in the last quarter.

iShares Russell 1000 ETF Price Performance

IWB opened at $373.15 on Wednesday. The firm has a fifty day moving average price of $377.34 and a 200 day moving average price of $369.93. iShares Russell 1000 ETF has a 1 year low of $264.17 and a 1 year high of $382.34. The stock has a market cap of $46.07 billion, a P/E ratio of 24.71 and a beta of 1.01.

iShares Russell 1000 ETF Company Profile

iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.