9,256 Shares in iShares Russell Mid-Cap Value ETF $IWS Purchased by Sonata Capital Group Inc.

Sonata Capital Group Inc. acquired a new stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 9,256 shares of the company’s stock, valued at approximately $1,488,000.

Other large investors have also recently modified their holdings of the company. IFP Advisors Inc raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 4.9% during the 3rd quarter. IFP Advisors Inc now owns 18,844 shares of the company’s stock worth $3,029,000 after buying an additional 879 shares in the last quarter. Robertson Stephens Wealth Management LLC lifted its position in shares of iShares Russell Mid-Cap Value ETF by 4.4% during the 3rd quarter. Robertson Stephens Wealth Management LLC now owns 4,609 shares of the company’s stock worth $741,000 after buying an additional 194 shares during the last quarter. McKinley Carter Wealth Services Inc. acquired a new stake in iShares Russell Mid-Cap Value ETF in the third quarter valued at about $421,000. James T. Borello RIA acquired a new stake in iShares Russell Mid-Cap Value ETF in the third quarter valued at about $54,000. Finally, Aspiriant LLC bought a new position in iShares Russell Mid-Cap Value ETF in the third quarter valued at about $203,000. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Down 0.4%

NYSEARCA IWS traded down $0.65 during trading on Monday, hitting $165.23. 109,076 shares of the company’s stock were exchanged, compared to its average volume of 459,920. The company has a market cap of $15.34 billion, a PE ratio of 19.11 and a beta of 0.96. iShares Russell Mid-Cap Value ETF has a fifty-two week low of $133.74 and a fifty-two week high of $173.52. The stock’s 50 day moving average price is $167.31 and its two-hundred day moving average price is $162.83.

iShares Russell Mid-Cap Value ETF Profile

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.