Beaumont Financial Advisors LLC Has $415,000 Stake in iShares Russell 1000 ETF (NYSEARCA:IWB)

Beaumont Financial Advisors LLC decreased its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB) by 18.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,581 shares of the company’s stock after selling 352 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in iShares Russell 1000 ETF were worth $415,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of IWB. Mascoma Wealth Management LLC acquired a new stake in shares of iShares Russell 1000 ETF during the fourth quarter valued at about $25,000. Cullen Frost Bankers Inc. acquired a new stake in shares of iShares Russell 1000 ETF during the third quarter valued at about $28,000. Patriot Investment Management Group Inc. acquired a new stake in shares of iShares Russell 1000 ETF during the fourth quarter valued at about $28,000. Robinson Capital Management LLC acquired a new stake in shares of iShares Russell 1000 ETF during the first quarter valued at about $31,000. Finally, Baystate Wealth Management LLC boosted its stake in shares of iShares Russell 1000 ETF by 70.8% during the fourth quarter. Baystate Wealth Management LLC now owns 123 shares of the company’s stock valued at $32,000 after purchasing an additional 51 shares in the last quarter.

iShares Russell 1000 ETF Trading Down 0.8 %

Shares of IWB stock opened at $272.21 on Friday. The business’s 50-day moving average price is $281.20 and its 200-day moving average price is $262.22. iShares Russell 1000 ETF has a 12 month low of $221.31 and a 12 month high of $288.75. The firm has a market capitalization of $33.52 billion, a price-to-earnings ratio of 25.11 and a beta of 1.01.

iShares Russell 1000 ETF Company Profile

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.