Summit Trail Advisors LLC Has $2.51 Million Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Summit Trail Advisors LLC raised its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 39.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,411 shares of the exchange traded fund’s stock after buying an additional 4,092 shares during the period. Summit Trail Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,514,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp grew its position in iShares Russell 1000 Value ETF by 0.5% during the 4th quarter. Jones Financial Companies Lllp now owns 8,782,718 shares of the exchange traded fund’s stock worth $1,451,344,000 after acquiring an additional 47,471 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in shares of iShares Russell 1000 Value ETF by 21.8% during the fourth quarter. Envestnet Asset Management Inc. now owns 7,166,594 shares of the exchange traded fund’s stock worth $1,184,280,000 after purchasing an additional 1,282,817 shares during the last quarter. Northern Trust Corp increased its stake in shares of iShares Russell 1000 Value ETF by 6.2% in the fourth quarter. Northern Trust Corp now owns 3,758,131 shares of the exchange traded fund’s stock valued at $621,031,000 after buying an additional 220,344 shares in the last quarter. Baird Financial Group Inc. raised its holdings in shares of iShares Russell 1000 Value ETF by 1.3% in the fourth quarter. Baird Financial Group Inc. now owns 3,673,642 shares of the exchange traded fund’s stock valued at $607,069,000 after buying an additional 45,358 shares during the last quarter. Finally, Raymond James & Associates lifted its position in iShares Russell 1000 Value ETF by 0.3% during the 2nd quarter. Raymond James & Associates now owns 3,644,049 shares of the exchange traded fund’s stock worth $635,777,000 after buying an additional 11,960 shares in the last quarter.

iShares Russell 1000 Value ETF Trading Down 0.3 %

IWD opened at $188.64 on Friday. iShares Russell 1000 Value ETF has a 1-year low of $143.34 and a 1-year high of $189.77. The firm has a 50-day moving average price of $182.77 and a two-hundred day moving average price of $177.69. The stock has a market capitalization of $59.09 billion, a PE ratio of 17.81 and a beta of 0.77.

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).