iShares Russell 1000 Value ETF $IWD Shares Bought by Burling Wealth Partners LLC

Burling Wealth Partners LLC increased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 341.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,833 shares of the exchange traded fund’s stock after acquiring an additional 6,832 shares during the quarter. Burling Wealth Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,798,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of IWD. Essex Financial Services Inc. raised its position in shares of iShares Russell 1000 Value ETF by 0.4% in the 3rd quarter. Essex Financial Services Inc. now owns 17,845 shares of the exchange traded fund’s stock valued at $3,633,000 after purchasing an additional 69 shares in the last quarter. BOK Financial Private Wealth Inc. increased its stake in shares of iShares Russell 1000 Value ETF by 41.4% in the third quarter. BOK Financial Private Wealth Inc. now owns 2,727 shares of the exchange traded fund’s stock worth $555,000 after buying an additional 798 shares during the last quarter. Axxcess Wealth Management LLC raised its holdings in iShares Russell 1000 Value ETF by 2.9% in the third quarter. Axxcess Wealth Management LLC now owns 13,189 shares of the exchange traded fund’s stock valued at $2,685,000 after acquiring an additional 367 shares in the last quarter. Beirne Wealth Consulting Services LLC boosted its stake in iShares Russell 1000 Value ETF by 1.1% during the 3rd quarter. Beirne Wealth Consulting Services LLC now owns 102,587 shares of the exchange traded fund’s stock valued at $20,891,000 after acquiring an additional 1,090 shares during the last quarter. Finally, Crestwood Advisors Group LLC grew its holdings in iShares Russell 1000 Value ETF by 28.3% during the 3rd quarter. Crestwood Advisors Group LLC now owns 4,052 shares of the exchange traded fund’s stock worth $825,000 after acquiring an additional 893 shares in the last quarter. Institutional investors and hedge funds own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Performance

IWD opened at $224.31 on Thursday. The company has a market capitalization of $69.88 billion, a P/E ratio of 18.83 and a beta of 0.89. The company has a 50-day moving average of $217.09 and a 200-day moving average of $207.97. iShares Russell 1000 Value ETF has a 1-year low of $163.19 and a 1-year high of $226.39.

iShares Russell 1000 Value ETF 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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.