LRI Investments LLC Takes Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

LRI Investments LLC bought a new stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) during the 1st quarter, according to its most recent filing with the SEC. The fund bought 2,405 shares of the exchange traded fund’s stock, valued at approximately $425,000.

Several other institutional investors have also made changes to their positions in IWD. Columbia Trust Co 01012016 boosted its position in iShares Russell 1000 Value ETF by 5.5% in the fourth quarter. Columbia Trust Co 01012016 now owns 1,778 shares of the exchange traded fund’s stock valued at $294,000 after buying an additional 92 shares in the last quarter. IFG Advisory LLC boosted its position in iShares Russell 1000 Value ETF by 50.8% in the fourth quarter. IFG Advisory LLC now owns 8,009 shares of the exchange traded fund’s stock valued at $1,324,000 after buying an additional 2,697 shares in the last quarter. Good Life Advisors LLC boosted its position in iShares Russell 1000 Value ETF by 13.4% in the fourth quarter. Good Life Advisors LLC now owns 2,045 shares of the exchange traded fund’s stock valued at $338,000 after buying an additional 242 shares in the last quarter. Morton Capital Management LLC CA boosted its position in iShares Russell 1000 Value ETF by 1,084.8% in the fourth quarter. Morton Capital Management LLC CA now owns 37,782 shares of the exchange traded fund’s stock valued at $6,243,000 after buying an additional 34,593 shares in the last quarter. Finally, Ritholtz Wealth Management raised its stake in shares of iShares Russell 1000 Value ETF by 202.1% in the fourth quarter. Ritholtz Wealth Management now owns 4,828 shares of the exchange traded fund’s stock worth $798,000 after acquiring an additional 3,230 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Performance

Shares of NYSEARCA IWD traded up $2.49 during trading on Friday, reaching $182.02. The company had a trading volume of 1,103,069 shares, compared to its average volume of 1,820,975. iShares Russell 1000 Value ETF has a 52 week low of $143.34 and a 52 week high of $183.99. The stock has a market cap of $57.02 billion, a PE ratio of 17.81 and a beta of 0.77. The business’s 50 day moving average price is $176.33 and its 200-day moving average price is $173.19.

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).