LRI Investments LLC Boosts Position in iShares Russell 1000 Value ETF $IWD

LRI Investments LLC lifted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 80.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,167 shares of the exchange traded fund’s stock after acquiring an additional 2,741 shares during the quarter. LRI Investments LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,297,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in the stock. Brighton Jones LLC increased its position in iShares Russell 1000 Value ETF by 8.9% during the 4th quarter. Brighton Jones LLC now owns 36,663 shares of the exchange traded fund’s stock valued at $6,787,000 after purchasing an additional 2,981 shares during the period. Bison Wealth LLC lifted its position in shares of iShares Russell 1000 Value ETF by 13.9% in the 4th quarter. Bison Wealth LLC now owns 4,121 shares of the exchange traded fund’s stock worth $763,000 after purchasing an additional 502 shares during the period. Schnieders Capital Management LLC. boosted its stake in shares of iShares Russell 1000 Value ETF by 39.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 3,876 shares of the exchange traded fund’s stock valued at $753,000 after purchasing an additional 1,089 shares in the last quarter. Qube Research & Technologies Ltd bought a new stake in shares of iShares Russell 1000 Value ETF during the 2nd quarter valued at about $3,847,000. Finally, Sei Investments Co. increased its position in shares of iShares Russell 1000 Value ETF by 12.7% during the second quarter. Sei Investments Co. now owns 32,275 shares of the exchange traded fund’s stock valued at $6,269,000 after buying an additional 3,637 shares during the period. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Price Performance

IWD stock opened at $233.90 on Friday. iShares Russell 1000 Value ETF has a 1 year low of $184.61 and a 1 year high of $234.81. The company has a market cap of $75.13 billion, a P/E ratio of 18.83 and a beta of 0.84. The firm has a 50-day moving average of $220.93 and a 200 day moving average of $215.68.

iShares Russell 1000 Value ETF Company Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.