iShares Russell 1000 Value Index (IWD) Shares Bought by Waldron LP

Waldron LP boosted its stake in iShares Russell 1000 Value Index (NYSEARCA:IWD) by 3.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 644,945 shares of the exchange traded fund’s stock after buying an additional 19,335 shares during the quarter. iShares Russell 1000 Value Index makes up 21.4% of Waldron LP’s investment portfolio, making the stock its 2nd largest holding. Waldron LP owned 0.20% of iShares Russell 1000 Value Index worth $76,432,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. BDO Wealth Advisors LLC purchased a new stake in iShares Russell 1000 Value Index in the 2nd quarter valued at $109,000. Moisand Fitzgerald Tamayo LLC purchased a new stake in iShares Russell 1000 Value Index in the 3rd quarter valued at $112,000. Vestor Capital LLC purchased a new stake in iShares Russell 1000 Value Index in the 2nd quarter valued at $131,000. Farmers National Bank raised its position in iShares Russell 1000 Value Index by 26.1% in the 2nd quarter. Farmers National Bank now owns 1,410 shares of the exchange traded fund’s stock valued at $164,000 after buying an additional 292 shares during the last quarter. Finally, Hanson McClain Inc. raised its position in iShares Russell 1000 Value Index by 14.8% in the 2nd quarter. Hanson McClain Inc. now owns 1,663 shares of the exchange traded fund’s stock valued at $194,000 after buying an additional 215 shares during the last quarter.

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iShares Russell 1000 Value Index (IWD) traded down $0.10 during midday trading on Friday, reaching $119.30. The company had a trading volume of 243,548 shares. iShares Russell 1000 Value Index has a twelve month low of $108.16 and a twelve month high of $121.24.

iShares Russell 1000 Value Index 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).

Institutional Ownership by Quarter for iShares Russell 1000 Value Index (NYSEARCA:IWD)

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