iShares Russell 2000 Index (IWM) Position Maintained by Capital Advisors Ltd. LLC

Capital Advisors Ltd. LLC continued to hold its position in iShares Russell 2000 Index (NYSE:IWM) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 749 shares of the exchange traded fund’s stock at the end of the second quarter. Capital Advisors Ltd. LLC’s holdings in iShares Russell 2000 Index were worth $106,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Carroll Financial Associates Inc. boosted its position in iShares Russell 2000 Index by 64.9% in the second quarter. Carroll Financial Associates Inc. now owns 930 shares of the exchange traded fund’s stock worth $131,000 after buying an additional 366 shares during the last quarter. Osborne Partners Capital Management LLC acquired a new position in iShares Russell 2000 Index during the second quarter worth about $214,000. Meridian Wealth Management LLC boosted its position in iShares Russell 2000 Index by 3.6% in the second quarter. Meridian Wealth Management LLC now owns 1,773 shares of the exchange traded fund’s stock worth $250,000 after buying an additional 62 shares during the last quarter. Balasa Dinverno & Foltz LLC boosted its position in iShares Russell 2000 Index by 11.2% in the second quarter. Balasa Dinverno & Foltz LLC now owns 3,339 shares of the exchange traded fund’s stock worth $471,000 after buying an additional 335 shares during the last quarter. Finally, Cue Financial Group Inc. raised its stake in shares of iShares Russell 2000 Index by 4.3% in the second quarter. Cue Financial Group Inc. now owns 4,841 shares of the exchange traded fund’s stock worth $682,000 after buying an additional 200 shares during the period.

Shares of iShares Russell 2000 Index (NYSE IWM) opened at 134.92 on Friday. iShares Russell 2000 Index has a 12 month low of $114.88 and a 12 month high of $144.25. The firm’s 50-day moving average price is $140.41 and its 200-day moving average price is $138.49.

ILLEGAL ACTIVITY NOTICE: “iShares Russell 2000 Index (IWM) Position Maintained by Capital Advisors Ltd. LLC” was reported by Community Financial News and is the sole property of of Community Financial News. If you are accessing this piece on another domain, it was illegally copied and reposted in violation of United States and international copyright law. The original version of this piece can be viewed at https://www.com-unik.info/2017/08/19/capital-advisors-ltd-llc-maintains-position-in-ishares-russell-2000-index-iwm-updated-updated.html.

About iShares Russell 2000 Index

iShares Russell 2000 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the small-capitalization sector of the United States equity market and includes securities issued by the approximately 2,000 smallest issuers in the Russell 3000 Index.

Institutional Ownership by Quarter for iShares Russell 2000 Index (NYSE:IWM)

What are top analysts saying about iShares Russell 2000 Index? - Enter your email address in the form below to receive our free daily email newsletter that contains the latest headlines and analysts' recommendations for for iShares Russell 2000 Index and related companies.

Comments

Leave a Reply


share news on Facebook
tweet this investment news
share on linkedin
share on StockTwits
share on Google Plus
share on reddit