iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 15.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,432 shares of the exchange traded fund’s stock after buying an additional 1,235 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,746,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. WealthBridge Capital Management LLC grew its holdings in iShares Russell 1000 Value ETF by 21.3% in the fourth quarter. WealthBridge Capital Management LLC now owns 2,947 shares of the exchange traded fund’s stock valued at $546,000 after purchasing an additional 518 shares during the period. Wealth Alliance purchased a new stake in iShares Russell 1000 Value ETF in the fourth quarter valued at approximately $4,445,000. Ieq Capital LLC grew its holdings in iShares Russell 1000 Value ETF by 449.1% in the fourth quarter. Ieq Capital LLC now owns 127,562 shares of the exchange traded fund’s stock valued at $23,616,000 after purchasing an additional 104,329 shares during the period. Bryn Mawr Capital Management LLC grew its holdings in iShares Russell 1000 Value ETF by 238.5% in the fourth quarter. Bryn Mawr Capital Management LLC now owns 59,474 shares of the exchange traded fund’s stock valued at $11,010,000 after purchasing an additional 41,906 shares during the period. Finally, Flagstar Advisors Inc. grew its holdings in iShares Russell 1000 Value ETF by 3.7% in the fourth quarter. Flagstar Advisors Inc. now owns 29,234 shares of the exchange traded fund’s stock valued at $5,412,000 after purchasing an additional 1,039 shares during the period.

iShares Russell 1000 Value ETF Stock Performance

iShares Russell 1000 Value ETF stock opened at $192.64 on Friday. iShares Russell 1000 Value ETF has a 1 year low of $168.85 and a 1 year high of $200.42. The firm has a 50 day moving average price of $190.23 and a 200 day moving average price of $189.73. The company has a market cap of $60.34 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Company 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).