iShares Russell 2000 Value ETF (IWN) Position Lowered by O Brien Wealth Partners LLC

O Brien Wealth Partners LLC cut its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 29.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,072 shares of the company’s stock after selling 5,976 shares during the period. iShares Russell 2000 Value ETF makes up 1.2% of O Brien Wealth Partners LLC’s portfolio, making the stock its 7th largest holding. O Brien Wealth Partners LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,872,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in IWN. ELM Advisors LLC purchased a new position in shares of iShares Russell 2000 Value ETF during the 3rd quarter worth about $111,000. Flagship Harbor Advisors LLC purchased a new position in shares of iShares Russell 2000 Value ETF during the 2nd quarter worth about $120,000. Rockefeller Capital Management L.P. purchased a new position in shares of iShares Russell 2000 Value ETF during the 2nd quarter worth about $135,000. Citizens Financial Group Inc RI boosted its stake in shares of iShares Russell 2000 Value ETF by 199.3% during the 2nd quarter. Citizens Financial Group Inc RI now owns 1,248 shares of the company’s stock worth $164,000 after purchasing an additional 831 shares during the period. Finally, Truewealth LLC boosted its stake in shares of iShares Russell 2000 Value ETF by 175.0% during the 2nd quarter. Truewealth LLC now owns 1,515 shares of the company’s stock worth $200,000 after purchasing an additional 964 shares during the period.

Shares of IWN stock traded up $0.30 during trading hours on Tuesday, reaching $130.67. 20,193 shares of the stock were exchanged, compared to its average volume of 966,401. iShares Russell 2000 Value ETF has a 12-month low of $116.72 and a 12-month high of $137.85.

The company also recently declared a quarterly dividend, which was paid on Tuesday, October 2nd. Investors of record on Thursday, September 27th were paid a dividend of $0.4899 per share. The ex-dividend date was Wednesday, September 26th. This represents a $1.96 dividend on an annualized basis and a dividend yield of 1.50%.

About iShares Russell 2000 Value ETF

iShares Russell 2000 Value ETF, formerly Ishares Trust Russel 2000 (the Fund), formerly iShares Russell 2000 Value Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Value Index (the Index). The Index measures the performance of equity securities of Russell 2000 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.

Featured Article: Why is insider trading harmful?

Want to see what other hedge funds are holding IWN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell 2000 Value ETF (NYSEARCA:IWN).

Institutional Ownership by Quarter for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Receive News & Ratings for iShares Russell 2000 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 2000 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply