Prosperity Planning Inc. Has $1.69 Million Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Prosperity Planning Inc. lowered its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 9,148 shares of the exchange traded fund’s stock after selling 248 shares during the period. Prosperity Planning Inc.’s holdings in iShares Russell 1000 Value ETF were worth $1,694,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Eagle Bay Advisors LLC bought a new stake in iShares Russell 1000 Value ETF during the third quarter valued at $32,000. Nemes Rush Group LLC grew its stake in iShares Russell 1000 Value ETF by 382.1% during the second quarter. Nemes Rush Group LLC now owns 188 shares of the exchange traded fund’s stock worth $33,000 after purchasing an additional 149 shares during the period. Carmichael Hill & Associates Inc. increased its holdings in iShares Russell 1000 Value ETF by 536.1% in the third quarter. Carmichael Hill & Associates Inc. now owns 229 shares of the exchange traded fund’s stock worth $43,000 after purchasing an additional 193 shares in the last quarter. Northwest Investment Counselors LLC bought a new stake in iShares Russell 1000 Value ETF in the third quarter worth approximately $44,000. Finally, Howe & Rusling Inc. lifted its stake in iShares Russell 1000 Value ETF by 144.1% in the third quarter. Howe & Rusling Inc. now owns 249 shares of the exchange traded fund’s stock valued at $47,000 after buying an additional 147 shares during the period.

iShares Russell 1000 Value ETF Stock Up 0.7 %

Shares of IWD stock opened at $191.48 on Tuesday. iShares Russell 1000 Value ETF has a 52 week low of $160.98 and a 52 week high of $200.42. The firm has a 50 day moving average of $191.24 and a 200-day moving average of $187.26. The company has a market cap of $59.98 billion, a price-to-earnings 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).