Ellis Investment Partners LLC Has $481,000 Position in iShares Russell 1000 Value ETF $IWD

Ellis Investment Partners LLC lessened its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.2% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 2,478 shares of the exchange traded fund’s stock after selling 83 shares during the quarter. Ellis Investment Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $481,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its position in iShares Russell 1000 Value ETF by 8.9% during the fourth quarter. Brighton Jones LLC now owns 36,663 shares of the exchange traded fund’s stock worth $6,787,000 after acquiring an additional 2,981 shares during the last quarter. Bison Wealth LLC lifted its holdings in iShares Russell 1000 Value ETF by 13.9% during the 4th quarter. Bison Wealth LLC now owns 4,121 shares of the exchange traded fund’s stock worth $763,000 after purchasing an additional 502 shares during the last quarter. GAMMA Investing LLC boosted its stake in iShares Russell 1000 Value ETF by 3.1% in the 1st quarter. GAMMA Investing LLC now owns 13,744 shares of the exchange traded fund’s stock valued at $2,586,000 after purchasing an additional 412 shares during the period. Wealth Enhancement Advisory Services LLC grew its holdings in iShares Russell 1000 Value ETF by 3.6% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 695,968 shares of the exchange traded fund’s stock valued at $130,953,000 after buying an additional 24,294 shares in the last quarter. Finally, American Institute for Advanced Investment Management LLP increased its position in iShares Russell 1000 Value ETF by 1.4% during the 1st quarter. American Institute for Advanced Investment Management LLP now owns 33,295 shares of the exchange traded fund’s stock worth $6,265,000 after buying an additional 475 shares during the period. Institutional investors and hedge funds own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Performance

IWD opened at $199.44 on Monday. The stock has a fifty day moving average of $200.88 and a 200-day moving average of $192.42. The company has a market capitalization of $62.99 billion, a P/E ratio of 18.83 and a beta of 0.95. iShares Russell 1000 Value ETF has a fifty-two week low of $163.19 and a fifty-two week high of $206.01.

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).