Compound Planning Inc. Buys 38,725 Shares of iShares Russell Top 200 Value ETF $IWX

Compound Planning Inc. lifted its stake in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX) by 467.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 47,018 shares of the company’s stock after acquiring an additional 38,725 shares during the quarter. Compound Planning Inc.’s holdings in iShares Russell Top 200 Value ETF were worth $4,357,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cornerstone Planning Group LLC bought a new stake in shares of iShares Russell Top 200 Value ETF during the 4th quarter worth $25,000. Richardson Financial Services Inc. bought a new stake in shares of iShares Russell Top 200 Value ETF in the 4th quarter worth approximately $49,000. International Assets Investment Management LLC bought a new stake in shares of iShares Russell Top 200 Value ETF during the first quarter valued at approximately $55,000. Bessemer Group Inc. bought a new stake in iShares Russell Top 200 Value ETF in the 1st quarter valued at $61,000. Finally, Tower Research Capital LLC TRC raised its stake in shares of iShares Russell Top 200 Value ETF by 42.1% in the 2nd quarter. Tower Research Capital LLC TRC now owns 780 shares of the company’s stock valued at $66,000 after buying an additional 231 shares in the last quarter.

iShares Russell Top 200 Value ETF Stock Performance

Shares of iShares Russell Top 200 Value ETF stock opened at $108.28 on Friday. The firm has a market cap of $4.04 billion, a P/E ratio of 19.39 and a beta of 0.77. The firm’s 50-day simple moving average is $105.45 and its 200-day simple moving average is $99.43. iShares Russell Top 200 Value ETF has a twelve month low of $82.78 and a twelve month high of $109.16.

iShares Russell Top 200 Value ETF Profile

iShares Russell Top 200 Value ETF(the Fund), formerly iShares Russell Top 200 Value Index Fund, seeks investment results that correspond generally to the price and yield performance of the Russell Top 200 Value Index (the Value Index). The Value Index is a style factor weighted index that measures the performance of the largest-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Top 200 Index and measures the performance of equity securities of Russell Top 200 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.