iShares Russell Top 200 Value ETF $IWX Shares Purchased by AE Wealth Management LLC

AE Wealth Management LLC boosted its holdings in iShares Russell Top 200 Value ETF (NYSEARCA:IWX) by 3.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,047,957 shares of the company’s stock after acquiring an additional 30,557 shares during the quarter. AE Wealth Management LLC owned about 3.20% of iShares Russell Top 200 Value ETF worth $92,094,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in IWX. JSF Financial LLC grew its stake in shares of iShares Russell Top 200 Value ETF by 7.4% during the 3rd quarter. JSF Financial LLC now owns 275,939 shares of the company’s stock worth $24,250,000 after purchasing an additional 19,016 shares during the period. Kingdom Financial Group LLC. boosted its holdings in iShares Russell Top 200 Value ETF by 28.9% during the third quarter. Kingdom Financial Group LLC. now owns 112,059 shares of the company’s stock worth $9,848,000 after buying an additional 25,117 shares in the last quarter. Legacy Advisory Services LLC boosted its holdings in iShares Russell Top 200 Value ETF by 0.4% during the third quarter. Legacy Advisory Services LLC now owns 67,461 shares of the company’s stock worth $5,928,000 after buying an additional 299 shares in the last quarter. FWG Investments LLC. grew its position in iShares Russell Top 200 Value ETF by 7.1% during the third quarter. FWG Investments LLC. now owns 30,378 shares of the company’s stock worth $2,670,000 after buying an additional 2,018 shares during the period. Finally, Quantum Portfolio Management LLC purchased a new position in iShares Russell Top 200 Value ETF in the third quarter valued at about $978,000.

iShares Russell Top 200 Value ETF Trading Up 0.3%

IWX stock opened at $95.52 on Thursday. The firm has a 50 day moving average of $92.53 and a 200-day moving average of $88.93. The company has a market cap of $3.80 billion, a price-to-earnings ratio of 19.39 and a beta of 0.82. iShares Russell Top 200 Value ETF has a 12-month low of $71.48 and a 12-month high of $95.80.

iShares Russell Top 200 Value ETF Profile

iShares Russell Top 200 Value ETF(the Fund), formerly iShares Russell Top 200 Value Index Fund, seeks investment results that correspond generally to the price and yield performance of the Russell Top 200 Value Index (the Value Index). The Value Index is a style factor weighted index that measures the performance of the largest-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Top 200 Index and measures the performance of equity securities of Russell Top 200 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.