EP Wealth Advisors LLC Has $3.43 Million Stock Holdings in iShares Russell 1000 ETF (NYSEARCA:IWB)

EP Wealth Advisors LLC lessened its position in iShares Russell 1000 ETF (NYSEARCA:IWBGet Rating) by 1.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,699 shares of the company’s stock after selling 209 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Russell 1000 ETF were worth $3,426,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Capital International Investors boosted its stake in shares of iShares Russell 1000 ETF by 174.4% in the 1st quarter. Capital International Investors now owns 7,494 shares of the company’s stock valued at $1,903,000 after purchasing an additional 4,763 shares in the last quarter. Strategic Wealth Partners Ltd. boosted its stake in shares of iShares Russell 1000 ETF by 23.2% in the 1st quarter. Strategic Wealth Partners Ltd. now owns 6,408 shares of the company’s stock valued at $1,603,000 after purchasing an additional 1,208 shares in the last quarter. Orion Portfolio Solutions LLC lifted its position in iShares Russell 1000 ETF by 31.3% during the 1st quarter. Orion Portfolio Solutions LLC now owns 1,970 shares of the company’s stock worth $493,000 after buying an additional 470 shares in the last quarter. BNP Paribas Arbitrage SA lifted its position in iShares Russell 1000 ETF by 1.0% during the 1st quarter. BNP Paribas Arbitrage SA now owns 25,828 shares of the company’s stock worth $6,459,000 after buying an additional 268 shares in the last quarter. Finally, Range Financial Group LLC acquired a new position in iShares Russell 1000 ETF during the 1st quarter worth about $244,000.

iShares Russell 1000 ETF Trading Up 0.4 %

Shares of NYSEARCA IWB opened at $218.34 on Thursday. The firm’s 50-day simple moving average is $222.63 and its 200 day simple moving average is $227.43. iShares Russell 1000 ETF has a 12-month low of $199.56 and a 12-month high of $267.13.

iShares Russell 1000 ETF Profile

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iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.

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Institutional Ownership by Quarter for iShares Russell 1000 ETF (NYSEARCA:IWB)

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