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Capital Asset Advisory Services LLC acquires shares in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Capital Asset Advisory Services LLC acquires shares in iShares Russell 1000 Value ETF (NYSEARCA:IWD)


Capital Asset Advisory Services LLC increased its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 7.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,077 shares of the exchange-traded fund after purchasing an additional 357 shares during the quarter. Capital Asset Advisory Services LLC’s holdings in iShares Russell 1000 Value ETF were worth $897,000, according to its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Procyon Advisors LLC increased its holdings in shares of 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 worth $2,705,000 after acquiring an additional 62 shares in the last quarter. Marshall Financial Group Inc. ADV increased its holdings in iShares Russell 1000 Value ETF by 0.6% in the fourth quarter. Marshall Financial Group Inc. ADV now owns 10,271 shares of the exchange traded fund worth $1,697,000 after acquiring an additional 66 shares in the last quarter. Vivaldi Capital Management LP increased its holdings in iShares Russell 1000 Value ETF by 1.8% in the fourth quarter. Vivaldi Capital Management LP now owns 3,835 shares of the exchange traded fund worth $635,000 after purchasing an additional 67 shares in the last quarter. JFG Wealth Management LLC increased its holdings in iShares Russell 1000 Value ETF by 1.2% in the fourth quarter. JFG Wealth Management LLC now owns 5,886 shares of the exchange traded fund worth $973,000 after purchasing an additional 68 shares in the last quarter. Finally, Atlas Brown Inc. increased its holdings in iShares Russell 1000 Value ETF by 0.6% in the fourth quarter. Atlas Brown Inc. now owns 12,302 shares of the exchange traded fund worth $2,033,000 after purchasing an additional 69 shares in the last quarter.

iShares Russell 1000 Value ETF price development

NYSEARCA IWD opened at $174.47 on Friday. The iShares Russell 1000 Value ETF has a 52-week low of $143.34 and a 52-week high of $179.56. The stock’s 50-day moving average is $175.13 and its 200-day moving average is $171.27. The company has a market cap of $54.65 billion, a P/E ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF Company Profile

(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).

Further information

Institutional ownership by quarter for iShares Russell 1000 Value ETF (NYSEARCA:IWD)



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