iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Acquired by Congress Wealth Management LLC DE

Congress Wealth Management LLC DE lifted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 7.7% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 92,096 shares of the exchange traded fund’s stock after buying an additional 6,597 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares Russell 1000 Value ETF were worth $17,050,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. LPL Financial LLC lifted its position in iShares Russell 1000 Value ETF by 12.9% during the fourth quarter. LPL Financial LLC now owns 3,720,195 shares of the exchange traded fund’s stock worth $688,720,000 after buying an additional 426,218 shares during the period. Simplex Trading LLC acquired a new position in shares of iShares Russell 1000 Value ETF during the 4th quarter valued at about $562,000. Blueprint Investment Partners LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 8.7% during the 4th quarter. Blueprint Investment Partners LLC now owns 3,392 shares of the exchange traded fund’s stock worth $628,000 after acquiring an additional 272 shares during the period. Umpqua Bank boosted its position in shares of iShares Russell 1000 Value ETF by 27.2% in the fourth quarter. Umpqua Bank now owns 4,073 shares of the exchange traded fund’s stock worth $761,000 after acquiring an additional 870 shares during the last quarter. Finally, Sei Investments Co. grew its holdings in iShares Russell 1000 Value ETF by 43.8% in the fourth quarter. Sei Investments Co. now owns 40,828 shares of the exchange traded fund’s stock valued at $7,558,000 after purchasing an additional 12,427 shares during the period.

iShares Russell 1000 Value ETF Stock Performance

Shares of IWD stock opened at $189.75 on Tuesday. The firm has a market capitalization of $61.37 billion, a price-to-earnings ratio of 19.31 and a beta of 0.97. iShares Russell 1000 Value ETF has a one year low of $168.85 and a one year high of $200.42. The company has a 50 day moving average price of $191.44 and a 200 day moving average price of $190.74.

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).