Exencial Wealth Advisors LLC Acquires 454 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Exencial Wealth Advisors LLC increased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 14.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,644 shares of the exchange traded fund’s stock after purchasing an additional 454 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $675,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. Synergy Investment Management LLC acquired a new position in iShares Russell 1000 Value ETF in the fourth quarter valued at $79,000. Bedel Financial Consulting Inc. lifted its holdings in iShares Russell 1000 Value ETF by 1.3% in the fourth quarter. Bedel Financial Consulting Inc. now owns 4,404 shares of the exchange traded fund’s stock valued at $856,000 after buying an additional 57 shares during the period. Steward Partners Investment Advisory LLC lifted its holdings in iShares Russell 1000 Value ETF by 1.4% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 251,890 shares of the exchange traded fund’s stock valued at $46,632,000 after buying an additional 3,491 shares during the period. Global Strategic Investment Solutions LLC lifted its holdings in iShares Russell 1000 Value ETF by 5.2% in the fourth quarter. Global Strategic Investment Solutions LLC now owns 6,847 shares of the exchange traded fund’s stock valued at $1,268,000 after buying an additional 340 shares during the period. Finally, Schechter Investment Advisors LLC lifted its holdings in iShares Russell 1000 Value ETF by 2.8% in the fourth quarter. Schechter Investment Advisors LLC now owns 6,294 shares of the exchange traded fund’s stock valued at $1,165,000 after buying an additional 172 shares during the period.

iShares Russell 1000 Value ETF Stock Up 0.9 %

IWD stock opened at $190.33 on Thursday. The firm has a market cap of $61.22 billion, a price-to-earnings ratio of 19.81 and a beta of 0.98. iShares Russell 1000 Value ETF has a 12-month low of $168.85 and a 12-month high of $200.42. The company’s fifty day simple moving average is $191.09 and its 200 day simple moving average is $190.57.

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).