iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Bought by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC lifted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 0.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 57,364 shares of the exchange traded fund’s stock after purchasing an additional 453 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $10,275,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in IWD. SteelPeak Wealth LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 4.0% during the 1st quarter. SteelPeak Wealth LLC now owns 1,558 shares of the exchange traded fund’s stock worth $279,000 after buying an additional 60 shares during the last quarter. Procyon Advisors LLC raised its position in iShares Russell 1000 Value ETF by 0.4% in the first quarter. Procyon Advisors LLC now owns 15,100 shares of the exchange traded fund’s stock valued at $2,705,000 after purchasing an additional 62 shares during the period. Marshall Financial Group Inc. ADV lifted its stake in shares of iShares Russell 1000 Value ETF by 0.6% in the 4th quarter. Marshall Financial Group Inc. ADV now owns 10,271 shares of the exchange traded fund’s stock valued at $1,697,000 after purchasing an additional 66 shares during the last quarter. Vivaldi Capital Management LP lifted its stake in shares of iShares Russell 1000 Value ETF by 1.8% in the 4th quarter. Vivaldi Capital Management LP now owns 3,835 shares of the exchange traded fund’s stock valued at $635,000 after purchasing an additional 67 shares during the last quarter. Finally, JFG Wealth Management LLC increased its position in shares of iShares Russell 1000 Value ETF by 1.2% during the 4th quarter. JFG Wealth Management LLC now owns 5,886 shares of the exchange traded fund’s stock worth $973,000 after purchasing an additional 68 shares during the last quarter.

iShares Russell 1000 Value ETF Trading Up 0.0 %

IWD traded up $0.01 on Wednesday, hitting $174.05. The company had a trading volume of 761,629 shares, compared to its average volume of 1,854,250. The firm has a market cap of $54.52 billion, a P/E ratio of 17.81 and a beta of 0.77. The company’s fifty day moving average price is $175.16 and its 200 day moving average price is $171.54. iShares Russell 1000 Value ETF has a 1 year low of $143.34 and a 1 year high of $179.56.

iShares Russell 1000 Value ETF 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).