Ullmann Wealth Partners Group LLC lowered its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,273 shares of the exchange traded fund’s stock after selling 864 shares during the quarter. iShares Russell 1000 Value ETF makes up 0.8% of Ullmann Wealth Partners Group LLC’s investment portfolio, making the stock its 23rd largest holding. Ullmann Wealth Partners Group LLC’s holdings in iShares Russell 1000 Value ETF were worth $5,696,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently bought and sold shares of the stock. Bank of America Corp DE increased its stake in iShares Russell 1000 Value ETF by 9.5% in the 4th quarter. Bank of America Corp DE now owns 54,061,592 shares of the exchange traded fund’s stock worth $10,008,423,000 after purchasing an additional 4,699,792 shares in the last quarter. FMR LLC increased its stake in iShares Russell 1000 Value ETF by 4.0% in the 4th quarter. FMR LLC now owns 9,268,989 shares of the exchange traded fund’s stock worth $1,715,968,000 after purchasing an additional 354,694 shares in the last quarter. JPMorgan Chase & Co. increased its stake in iShares Russell 1000 Value ETF by 7.8% in the 4th quarter. JPMorgan Chase & Co. now owns 9,252,043 shares of the exchange traded fund’s stock worth $1,712,831,000 after purchasing an additional 671,710 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in iShares Russell 1000 Value ETF by 21.6% in the 4th quarter. Envestnet Asset Management Inc. now owns 7,877,198 shares of the exchange traded fund’s stock worth $1,458,306,000 after purchasing an additional 1,400,086 shares in the last quarter. Finally, Wells Fargo & Company MN increased its stake in iShares Russell 1000 Value ETF by 36.6% in the 4th quarter. Wells Fargo & Company MN now owns 6,284,015 shares of the exchange traded fund’s stock worth $1,163,360,000 after purchasing an additional 1,683,297 shares in the last quarter.
iShares Russell 1000 Value ETF Trading Down 0.2%
Shares of IWD opened at $188.91 on Friday. The business’s 50-day moving average price is $182.62 and its 200 day moving average price is $188.16. The stock has a market capitalization of $60.66 billion, a P/E ratio of 19.08 and a beta of 0.90. iShares Russell 1000 Value ETF has a 1-year low of $163.19 and a 1-year high of $200.42.
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).
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