iShares Russell 1000 Value Index (IWD) Holdings Raised by FineMark National Bank & Trust

FineMark National Bank & Trust raised its stake in shares of iShares Russell 1000 Value Index (NYSEARCA:IWD) by 126.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,713 shares of the exchange traded fund’s stock after purchasing an additional 4,306 shares during the period. FineMark National Bank & Trust’s holdings in iShares Russell 1000 Value Index were worth $959,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. M&R Capital Management Inc. lifted its stake in shares of iShares Russell 1000 Value Index by 3.1% in the second quarter. M&R Capital Management Inc. now owns 2,108 shares of the exchange traded fund’s stock worth $242,000 after buying an additional 63 shares in the last quarter. Monetary Management Group Inc. lifted its stake in shares of iShares Russell 1000 Value Index by 0.7% in the second quarter. Monetary Management Group Inc. now owns 15,477 shares of the exchange traded fund’s stock worth $1,802,000 after buying an additional 100 shares in the last quarter. Wealthcare Advisory Partners LLC lifted its stake in shares of iShares Russell 1000 Value Index by 3.7% in the second quarter. Wealthcare Advisory Partners LLC now owns 6,424 shares of the exchange traded fund’s stock worth $748,000 after buying an additional 228 shares in the last quarter. Farmers National Bank lifted its stake in shares of iShares Russell 1000 Value Index by 26.1% in the second quarter. Farmers National Bank now owns 1,410 shares of the exchange traded fund’s stock worth $164,000 after buying an additional 292 shares in the last quarter. Finally, 1st Global Advisors Inc. lifted its stake in shares of iShares Russell 1000 Value Index by 0.4% in the second quarter. 1st Global Advisors Inc. now owns 82,343 shares of the exchange traded fund’s stock worth $9,587,000 after buying an additional 298 shares in the last quarter.

Shares of iShares Russell 1000 Value Index (NYSEARCA IWD) opened at $123.73 on Thursday. iShares Russell 1000 Value Index has a 12-month low of $112.39 and a 12-month high of $131.56. The stock has a market cap of $37,550.00 and a PE ratio of 14.94.

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iShares Russell 1000 Value Index Company 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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