Alpha Cubed Investments LLC Purchases Shares of 2,075 Ishares Trust Russell (IWD)

Alpha Cubed Investments LLC purchased a new stake in shares of Ishares Trust Russell (NYSEARCA:IWD) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,075 shares of the exchange traded fund’s stock, valued at approximately $249,000.

Several other institutional investors have also recently added to or reduced their stakes in IWD. Pennsylvania Trust Co bought a new position in shares of Ishares Trust Russell during the 4th quarter valued at approximately $1,851,000. First National Trust Co grew its stake in shares of Ishares Trust Russell by 63.5% during the 4th quarter. First National Trust Co now owns 11,569 shares of the exchange traded fund’s stock valued at $1,438,000 after acquiring an additional 4,494 shares during the period. Coastline Trust Co grew its stake in shares of Ishares Trust Russell by 12.8% during the 4th quarter. Coastline Trust Co now owns 10,432 shares of the exchange traded fund’s stock valued at $1,297,000 after acquiring an additional 1,180 shares during the period. Schwab Charles Investment Management Inc. bought a new position in shares of Ishares Trust Russell during the 4th quarter valued at approximately $343,000. Finally, Carroll Financial Associates Inc. grew its stake in shares of Ishares Trust Russell by 30.5% during the 4th quarter. Carroll Financial Associates Inc. now owns 3,250 shares of the exchange traded fund’s stock valued at $404,000 after acquiring an additional 759 shares during the period.

Shares of Ishares Trust Russell opened at $122.82 on Friday, Marketbeat reports. Ishares Trust Russell has a 12-month low of $122.31 and a 12-month high of $122.61.

About Ishares Trust Russell

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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Institutional Ownership by Quarter for Ishares Trust Russell (NYSEARCA:IWD)

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