iShares Russell 2000 Value ETF $IWN Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 153.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,588 shares of the company’s stock after acquiring an additional 3,387 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,236,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Valmark Advisers Inc. boosted its stake in iShares Russell 2000 Value ETF by 2.3% in the first quarter. Valmark Advisers Inc. now owns 2,424 shares of the company’s stock valued at $460,000 after acquiring an additional 55 shares in the last quarter. Cedar Mountain Advisors LLC grew its holdings in shares of iShares Russell 2000 Value ETF by 17.9% during the first quarter. Cedar Mountain Advisors LLC now owns 369 shares of the company’s stock worth $70,000 after purchasing an additional 56 shares during the last quarter. Eight 31 Financial LLC increased its position in shares of iShares Russell 2000 Value ETF by 3.5% during the fourth quarter. Eight 31 Financial LLC now owns 1,667 shares of the company’s stock worth $302,000 after purchasing an additional 56 shares in the last quarter. Guidance Point Advisors LLC increased its position in shares of iShares Russell 2000 Value ETF by 1.4% during the fourth quarter. Guidance Point Advisors LLC now owns 4,632 shares of the company’s stock worth $840,000 after purchasing an additional 62 shares in the last quarter. Finally, Investment Partners LTD. lifted its holdings in shares of iShares Russell 2000 Value ETF by 0.4% in the 4th quarter. Investment Partners LTD. now owns 17,633 shares of the company’s stock valued at $3,195,000 after purchasing an additional 63 shares during the last quarter. 74.70% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 2000 Value ETF Stock Performance

iShares Russell 2000 Value ETF stock opened at $218.97 on Friday. The company has a market capitalization of $14.16 billion, a P/E ratio of 14.35 and a beta of 1.01. iShares Russell 2000 Value ETF has a fifty-two week low of $168.75 and a fifty-two week high of $227.86. The stock has a 50-day simple moving average of $222.95 and a 200-day simple moving average of $210.87.

iShares Russell 2000 Value ETF Company Profile

iShares Russell 2000 Value ETF, formerly Ishares Trust Russel 2000 (the Fund), formerly iShares Russell 2000 Value Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Value Index (the Index). The Index measures the performance of equity securities of Russell 2000 Index issuers with relatively lower price-to-book ratios and lower forecasted growth. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.