Concurrent Investment Advisors LLC Grows Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Concurrent Investment Advisors LLC grew its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 15.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,432 shares of the exchange traded fund’s stock after buying an additional 1,235 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,746,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in IWD. Allspring Global Investments Holdings LLC lifted its position in shares of iShares Russell 1000 Value ETF by 2.3% during the third quarter. Allspring Global Investments Holdings LLC now owns 48,086 shares of the exchange traded fund’s stock worth $9,127,000 after purchasing an additional 1,071 shares in the last quarter. Foundations Investment Advisors LLC raised its holdings in iShares Russell 1000 Value ETF by 13.6% in the third quarter. Foundations Investment Advisors LLC now owns 3,438 shares of the exchange traded fund’s stock valued at $653,000 after acquiring an additional 412 shares in the last quarter. International Assets Investment Management LLC raised its holdings in iShares Russell 1000 Value ETF by 20,632.6% in the third quarter. International Assets Investment Management LLC now owns 1,407,533 shares of the exchange traded fund’s stock valued at $267,150,000 after acquiring an additional 1,400,744 shares in the last quarter. CENTRAL TRUST Co raised its holdings in iShares Russell 1000 Value ETF by 2.7% in the third quarter. CENTRAL TRUST Co now owns 5,087 shares of the exchange traded fund’s stock valued at $966,000 after acquiring an additional 133 shares in the last quarter. Finally, Moody Lynn & Lieberson LLC acquired a new stake in iShares Russell 1000 Value ETF in the third quarter valued at $247,000.

iShares Russell 1000 Value ETF Price Performance

IWD opened at $192.64 on Friday. The stock has a market capitalization of $60.34 billion, a PE ratio of 17.81 and a beta of 0.77. The firm’s fifty day moving average price is $190.23 and its 200 day moving average price is $189.73. iShares Russell 1000 Value ETF has a 12-month low of $168.85 and a 12-month high of $200.42.

About iShares Russell 1000 Value ETF

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).