GLOBALT Investments LLC GA Has $354.78 Million Stock Holdings in iShares Russell 1000 Value ETF $IWD

GLOBALT Investments LLC GA reduced its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.0% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 1,686,679 shares of the exchange traded fund’s stock after selling 16,615 shares during the period. iShares Russell 1000 Value ETF comprises approximately 12.9% of GLOBALT Investments LLC GA’s portfolio, making the stock its 2nd biggest position. GLOBALT Investments LLC GA’s holdings in iShares Russell 1000 Value ETF were worth $354,776,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWD. Intrua Financial LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 25.4% in the 4th quarter. Intrua Financial LLC now owns 7,562 shares of the exchange traded fund’s stock worth $1,591,000 after buying an additional 1,533 shares during the last quarter. Odyssey Capital Advisors Inc. purchased a new position in shares of iShares Russell 1000 Value ETF in the 4th quarter worth approximately $807,000. TD Private Client Wealth LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 46.2% in the 4th quarter. TD Private Client Wealth LLC now owns 155,876 shares of the exchange traded fund’s stock worth $32,787,000 after buying an additional 49,274 shares during the last quarter. Sapient Capital LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 38.0% in the 4th quarter. Sapient Capital LLC now owns 13,708 shares of the exchange traded fund’s stock worth $2,905,000 after buying an additional 3,774 shares during the last quarter. Finally, Evergreen Advisors LLC purchased a new position in shares of iShares Russell 1000 Value ETF in the 4th quarter worth approximately $868,000. 84.93% of the stock is owned by institutional investors.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA IWD opened at $232.18 on Monday. iShares Russell 1000 Value ETF has a twelve month low of $184.69 and a twelve month high of $236.01. The stock’s 50 day moving average price is $222.09 and its 200-day moving average price is $216.88. The company has a market capitalization of $74.58 billion, a PE ratio of 18.83 and a beta of 0.84.

About iShares Russell 1000 Value ETF

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.