Northern Financial Advisors Inc Sells 300 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Northern Financial Advisors Inc reduced its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 19.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,234 shares of the exchange traded fund’s stock after selling 300 shares during the period. Northern Financial Advisors Inc’s holdings in iShares Russell 1000 Value ETF were worth $204,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in IWD. Independent Advisor Alliance bought a new position in iShares Russell 1000 Value ETF in the 3rd quarter valued at $211,000. BluePath Capital Management LLC bought a new stake in shares of iShares Russell 1000 Value ETF during the third quarter valued at approximately $36,000. FORVIS Wealth Advisors LLC boosted its holdings in shares of iShares Russell 1000 Value ETF by 5.6% in the third quarter. FORVIS Wealth Advisors LLC now owns 10,516 shares of the exchange traded fund’s stock valued at $1,597,000 after purchasing an additional 553 shares during the period. Calamos Wealth Management LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 3.8% in the 3rd quarter. Calamos Wealth Management LLC now owns 4,565 shares of the exchange traded fund’s stock worth $693,000 after buying an additional 165 shares during the period. Finally, Cambridge Trust Co. grew its position in shares of iShares Russell 1000 Value ETF by 8.4% during the 3rd quarter. Cambridge Trust Co. now owns 3,153 shares of the exchange traded fund’s stock worth $479,000 after buying an additional 245 shares in the last quarter.

iShares Russell 1000 Value ETF Trading Up 0.2 %

Shares of IWD traded up $0.40 during trading hours on Tuesday, hitting $174.87. The company had a trading volume of 786,897 shares, compared to its average volume of 2,079,810. The company has a market capitalization of $54.78 billion, a PE ratio of 17.81 and a beta of 0.77. The company’s fifty day moving average price is $174.14 and its two-hundred day moving average price is $165.38. iShares Russell 1000 Value ETF has a one year low of $143.34 and a one year high of $179.56.

About iShares Russell 1000 Value ETF

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).