Blue Trust Inc. Purchases 4,223 Shares of iShares Russell 2000 Value ETF $IWN

Blue Trust Inc. boosted its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 43.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 13,972 shares of the company’s stock after buying an additional 4,223 shares during the period. Blue Trust Inc.’s holdings in iShares Russell 2000 Value ETF were worth $2,532,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Linden Thomas Advisory Services LLC purchased a new position in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at about $954,000. Fortitude Family Office LLC purchased a new stake in shares of iShares Russell 2000 Value ETF during the fourth quarter worth about $200,000. Brady Martz Wealth Solutions LLC grew its position in shares of iShares Russell 2000 Value ETF by 0.3% during the fourth quarter. Brady Martz Wealth Solutions LLC now owns 17,982 shares of the company’s stock worth $3,259,000 after purchasing an additional 53 shares in the last quarter. Embree Financial Group raised its stake in iShares Russell 2000 Value ETF by 5.7% during the 4th quarter. Embree Financial Group now owns 3,023 shares of the company’s stock valued at $548,000 after purchasing an additional 162 shares during the period. Finally, Prosperity Planning Inc. raised its stake in iShares Russell 2000 Value ETF by 3.2% during the 4th quarter. Prosperity Planning Inc. now owns 18,735 shares of the company’s stock valued at $3,395,000 after purchasing an additional 577 shares during the period. 74.70% of the stock is owned by institutional investors.

iShares Russell 2000 Value ETF Trading Up 0.7%

NYSEARCA IWN opened at $192.19 on Friday. iShares Russell 2000 Value ETF has a 12 month low of $129.38 and a 12 month high of $203.01. The stock has a market cap of $12.34 billion, a PE ratio of 14.35 and a beta of 1.09. The stock’s 50 day moving average is $194.18 and its 200 day moving average is $185.76.

iShares Russell 2000 Value ETF Profile

iShares Russell 2000 Value ETF, formerly Ishares Trust Russel 2000 (the Fund), formerly iShares Russell 2000 Value Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Value Index (the Index). The Index measures the performance of equity securities of Russell 2000 Index issuers with relatively lower price-to-book ratios and lower forecasted growth. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.