ES4 LLC Invests $972,000 in iShares Russell 1000 Value ETF $IWD

ES4 LLC purchased a new position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 4,622 shares of the exchange traded fund’s stock, valued at approximately $972,000. iShares Russell 1000 Value ETF comprises approximately 0.7% of ES4 LLC’s investment portfolio, making the stock its 21st largest holding.

Other large investors have also modified their holdings of the company. 1ST Source Bank lifted its position in shares of iShares Russell 1000 Value ETF by 1.3% during the third quarter. 1ST Source Bank now owns 686,114 shares of the exchange traded fund’s stock worth $139,686,000 after purchasing an additional 8,737 shares during the last quarter. Brown Miller Wealth Management LLC acquired a new stake in iShares Russell 1000 Value ETF during the fourth quarter worth about $1,213,000. Focus Partners Advisor Solutions LLC raised its stake in iShares Russell 1000 Value ETF by 32.6% during the third quarter. Focus Partners Advisor Solutions LLC now owns 25,923 shares of the exchange traded fund’s stock worth $5,308,000 after acquiring an additional 6,380 shares during the period. Claro Advisors LLC raised its stake in iShares Russell 1000 Value ETF by 21.2% during the third quarter. Claro Advisors LLC now owns 101,709 shares of the exchange traded fund’s stock worth $20,707,000 after acquiring an additional 17,760 shares during the period. Finally, Personal CFO Solutions LLC acquired a new stake in iShares Russell 1000 Value ETF during the fourth quarter worth about $1,539,000. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Up 1.0%

IWD opened at $242.13 on Friday. The firm has a market cap of $77.77 billion, a price-to-earnings ratio of 18.83 and a beta of 0.84. iShares Russell 1000 Value ETF has a fifty-two week low of $188.55 and a fifty-two week high of $243.00. The company’s 50-day moving average price is $231.02 and its 200 day moving average price is $221.41.

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.