Valpey Financial Services LLC Purchases 210,719 Shares of iShares Russell 1000 Value ETF $IWD

Valpey Financial Services LLC grew its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 20,946.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 211,725 shares of the exchange traded fund’s stock after purchasing an additional 210,719 shares during the period. Valpey Financial Services LLC owned approximately 0.07% of iShares Russell 1000 Value ETF worth $44,534,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. 1ST Source Bank increased its position in shares of iShares Russell 1000 Value ETF by 1.3% in the third quarter. 1ST Source Bank now owns 686,114 shares of the exchange traded fund’s stock valued at $139,686,000 after acquiring an additional 8,737 shares during the last quarter. Caprock Group LLC acquired a new stake in shares of iShares Russell 1000 Value ETF in the third quarter valued at about $3,803,000. Focus Partners Advisor Solutions LLC increased its position in shares of iShares Russell 1000 Value ETF by 32.6% in the third quarter. Focus Partners Advisor Solutions LLC now owns 25,923 shares of the exchange traded fund’s stock valued at $5,308,000 after acquiring an additional 6,380 shares during the last quarter. Claro Advisors LLC increased its position in shares of iShares Russell 1000 Value ETF by 21.2% in the third quarter. Claro Advisors LLC now owns 101,709 shares of the exchange traded fund’s stock valued at $20,707,000 after acquiring an additional 17,760 shares during the last quarter. Finally, Brown Miller Wealth Management LLC acquired a new stake in shares of iShares Russell 1000 Value ETF in the fourth quarter valued at about $1,213,000. 84.93% of the stock is currently owned by institutional investors.

iShares Russell 1000 Value ETF Stock Up 0.0%

NYSEARCA:IWD opened at $238.03 on Friday. iShares Russell 1000 Value ETF has a 12-month low of $186.64 and a 12-month high of $239.17. The firm has a market capitalization of $76.46 billion, a price-to-earnings ratio of 18.83 and a beta of 0.84. The stock’s 50 day moving average price is $225.38 and its two-hundred day moving average price is $218.87.

iShares Russell 1000 Value ETF Profile

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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.