Corient Private Wealth LLC Reduces Holdings in iShares Russell Mid-Cap Value ETF $IWS

Corient Private Wealth LLC reduced its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 49.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 111,614 shares of the company’s stock after selling 110,132 shares during the period. Corient Private Wealth LLC owned 0.11% of iShares Russell Mid-Cap Value ETF worth $14,749,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. City Center Advisors LLC increased its position in iShares Russell Mid-Cap Value ETF by 1.9% during the second quarter. City Center Advisors LLC now owns 4,228 shares of the company’s stock worth $559,000 after buying an additional 78 shares in the last quarter. Sonata Capital Group Inc. lifted its position in shares of iShares Russell Mid-Cap Value ETF by 0.9% in the second quarter. Sonata Capital Group Inc. now owns 8,972 shares of the company’s stock valued at $1,186,000 after acquiring an additional 81 shares in the last quarter. NBC Securities Inc. boosted its stake in shares of iShares Russell Mid-Cap Value ETF by 1.3% during the second quarter. NBC Securities Inc. now owns 6,665 shares of the company’s stock valued at $880,000 after acquiring an additional 88 shares during the last quarter. Cary Street Partners Financial LLC increased its position in iShares Russell Mid-Cap Value ETF by 1.6% during the 2nd quarter. Cary Street Partners Financial LLC now owns 6,236 shares of the company’s stock worth $824,000 after purchasing an additional 97 shares in the last quarter. Finally, Breakwater Capital Group increased its position in iShares Russell Mid-Cap Value ETF by 3.7% during the 2nd quarter. Breakwater Capital Group now owns 2,905 shares of the company’s stock worth $384,000 after purchasing an additional 103 shares in the last quarter. Hedge funds and other institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Up 0.1%

Shares of IWS stock opened at $141.14 on Friday. The company has a market capitalization of $14.07 billion, a price-to-earnings ratio of 19.11 and a beta of 1.02. The firm has a 50-day moving average price of $139.35 and a 200 day moving average price of $136.77. iShares Russell Mid-Cap Value ETF has a twelve month low of $108.85 and a twelve month high of $145.00.

About iShares Russell Mid-Cap Value ETF

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value 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 Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market.