Independent Family Office LLC Trims Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Independent Family Office LLC reduced its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 4.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 82,555 shares of the exchange traded fund’s stock after selling 4,207 shares during the quarter. iShares Russell 1000 Value ETF accounts for about 7.7% of Independent Family Office LLC’s holdings, making the stock its 4th largest holding. Independent Family Office LLC’s holdings in iShares Russell 1000 Value ETF were worth $13,642,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Moneta Group Investment Advisors LLC lifted its position in iShares Russell 1000 Value ETF by 120,617.6% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 222,740,910 shares of the exchange traded fund’s stock valued at $33,778,659,000 after purchasing an additional 222,556,396 shares during the last quarter. Morgan Stanley raised its holdings in iShares Russell 1000 Value ETF by 0.9% during the 4th quarter. Morgan Stanley now owns 30,707,516 shares of the exchange traded fund’s stock valued at $4,656,795,000 after buying an additional 276,413 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in iShares Russell 1000 Value ETF by 0.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 8,735,247 shares of the exchange traded fund’s stock worth $1,326,185,000 after acquiring an additional 77,652 shares during the last quarter. Pathstone Family Office LLC increased its position in shares of iShares Russell 1000 Value ETF by 2,323.4% in the third quarter. Pathstone Family Office LLC now owns 5,038,517 shares of the exchange traded fund’s stock valued at $764,948,000 after acquiring an additional 4,830,607 shares during the period. Finally, Synovus Financial Corp raised its stake in shares of iShares Russell 1000 Value ETF by 2.5% during the third quarter. Synovus Financial Corp now owns 4,824,149 shares of the exchange traded fund’s stock valued at $732,408,000 after acquiring an additional 117,900 shares during the last quarter.

iShares Russell 1000 Value ETF Trading Down 0.3 %

NYSEARCA IWD traded down $0.56 on Tuesday, hitting $170.06. The company’s stock had a trading volume of 1,853,632 shares, compared to its average volume of 2,167,443. iShares Russell 1000 Value ETF has a 52-week low of $143.34 and a 52-week high of $179.56. The firm has a market cap of $53.29 billion, a P/E ratio of 17.74 and a beta of 0.80. The company’s 50-day simple moving average is $172.88 and its 200 day simple moving average is $162.89.

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).