iShares Russell 1000 ETF (NYSEARCA:IWB) Shares Bought by Holistic Planning LLC

Holistic Planning LLC boosted its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB) by 4.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,049 shares of the company’s stock after purchasing an additional 49 shares during the period. Holistic Planning LLC’s holdings in iShares Russell 1000 ETF were worth $338,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. AQR Capital Management LLC lifted its position in shares of iShares Russell 1000 ETF by 17.6% during the 2nd quarter. AQR Capital Management LLC now owns 9,798 shares of the company’s stock valued at $2,915,000 after acquiring an additional 1,463 shares during the last quarter. Consilio Wealth Advisors LLC lifted its stake in iShares Russell 1000 ETF by 0.3% during the third quarter. Consilio Wealth Advisors LLC now owns 14,802 shares of the company’s stock valued at $4,654,000 after buying an additional 43 shares in the last quarter. Axiom Advisory LLC boosted its holdings in shares of iShares Russell 1000 ETF by 1.7% in the third quarter. Axiom Advisory LLC now owns 32,258 shares of the company’s stock worth $9,777,000 after buying an additional 546 shares during the period. Atomi Financial Group Inc. increased its position in shares of iShares Russell 1000 ETF by 0.7% in the third quarter. Atomi Financial Group Inc. now owns 12,714 shares of the company’s stock worth $3,997,000 after acquiring an additional 83 shares in the last quarter. Finally, Hoxton Planning & Management LLC raised its holdings in shares of iShares Russell 1000 ETF by 18.6% during the third quarter. Hoxton Planning & Management LLC now owns 6,694 shares of the company’s stock valued at $2,105,000 after acquiring an additional 1,048 shares during the period.

iShares Russell 1000 ETF Stock Performance

iShares Russell 1000 ETF stock opened at $332.16 on Monday. iShares Russell 1000 ETF has a 52 week low of $265.70 and a 52 week high of $336.61. The firm has a market capitalization of $40.77 billion, a price-to-earnings ratio of 24.68 and a beta of 1.01. The company has a 50 day moving average price of $329.23 and a 200 day moving average price of $316.74.

About iShares Russell 1000 ETF

iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.