Annex Advisory Services LLC reduced its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,664 shares of the exchange-traded fund after selling 111 shares during the quarter. Annex Advisory Services LLC’s holdings in iShares Russell 1000 Value ETF were worth $835,000 at the end of the last quarter.
Several other major investors have also made changes to their holdings in the company. Jones Financial Companies Lllp increased its holdings in shares of iShares Russell 1000 Value ETF by 0.5% in the fourth quarter. Jones Financial Companies Lllp now owns 8,782,718 shares of the exchange-traded fund worth $1,451,344,000 after purchasing an additional 47,471 shares during the same period. UBS Group AG increased its holdings in shares of iShares Russell 1000 Value ETF by 6.4% in the fourth quarter. UBS Group AG now owns 7,412,758 shares of the exchange-traded fund worth $1,224,958,000 after purchasing an additional 444,862 shares during the same period. Envestnet Asset Management Inc. increased its holdings in shares of iShares Russell 1000 Value ETF by 21.8% in the fourth quarter. Envestnet Asset Management Inc. now owns 7,166,594 shares of the exchange traded fund valued at $1,184,280,000 after purchasing an additional 1,282,817 shares during the same period. Wells Fargo & Company MN increased its stake in shares of iShares Russell 1000 Value ETF by 14.1% in the fourth quarter. Wells Fargo & Company MN now owns 4,909,518 shares of the exchange traded fund valued at $811,298,000 after purchasing an additional 608,062 shares during the same period. Finally, Synovus Financial Corp increased its stake in iShares Russell 1000 Value ETF by 2.5% in the third quarter. Synovus Financial Corp now owns 4,824,149 shares of the exchange traded fund’s stock valued at $732,408,000 after acquiring an additional 117,900 shares during the period.
iShares Russell 1000 Value ETF shares down 0.7%
NYSEARCA:IWD opened at $175.02 on Wednesday. The iShares Russell 1000 Value ETF has a 52-week low of $143.34 and a 52-week high of $179.56. The company’s 50-day moving average is $174.86 and its 200-day moving average is $171.13. The company has a market cap of $54.83 billion, a P/E ratio of 17.81 and a beta of 0.77.
About iShares Russell 1000 Value ETF
(Free report)
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-cap value sector of the U.S. equity market as represented by the Russell 1000 Value Index (the Index).
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