LRI Investments LLC Sells 5,242 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

LRI Investments LLC lowered its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 68.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,405 shares of the exchange traded fund’s stock after selling 5,242 shares during the period. LRI Investments LLC’s holdings in iShares Russell 1000 Value ETF were worth $445,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. ORG Partners LLC grew its holdings in shares of iShares Russell 1000 Value ETF by 55.6% during the fourth quarter. ORG Partners LLC now owns 1,273 shares of the exchange traded fund’s stock valued at $236,000 after buying an additional 455 shares during the last quarter. RMR Wealth Builders raised its position in iShares Russell 1000 Value ETF by 1.4% in the fourth quarter. RMR Wealth Builders now owns 137,418 shares of the exchange traded fund’s stock worth $25,440,000 after acquiring an additional 1,940 shares during the period. Winthrop Advisory Group LLC raised its position in iShares Russell 1000 Value ETF by 17.2% in the fourth quarter. Winthrop Advisory Group LLC now owns 17,457 shares of the exchange traded fund’s stock worth $3,232,000 after acquiring an additional 2,561 shares during the period. Wedmont Private Capital raised its position in iShares Russell 1000 Value ETF by 49.5% in the fourth quarter. Wedmont Private Capital now owns 4,083 shares of the exchange traded fund’s stock worth $750,000 after acquiring an additional 1,351 shares during the period. Finally, Persium Advisors LLC bought a new stake in shares of iShares Russell 1000 Value ETF during the 4th quarter valued at $295,000.

iShares Russell 1000 Value ETF Price Performance

Shares of IWD stock opened at $185.05 on Monday. The company has a market capitalization of $61.51 billion, a price-to-earnings ratio of 18.54 and a beta of 0.90. iShares Russell 1000 Value ETF has a one year low of $163.19 and a one year high of $200.42. The company’s fifty day moving average price is $182.20 and its 200-day moving average price is $188.53.

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).