iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Purchased by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC raised its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWDFree Report) by 0.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 136,429 shares of the exchange traded fund’s stock after acquiring an additional 1,031 shares during the period. iShares Russell 1000 Value ETF accounts for about 0.8% of Dynamic Advisor Solutions LLC’s holdings, making the stock its 16th biggest position. Dynamic Advisor Solutions LLC’s holdings in iShares Russell 1000 Value ETF were worth $24,436,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Mechanics Bank Trust Department purchased a new stake in iShares Russell 1000 Value ETF during the first quarter valued at about $302,000. Morton Capital Management LLC CA grew its position in iShares Russell 1000 Value ETF by 3.0% in the first quarter. Morton Capital Management LLC CA now owns 38,930 shares of the exchange traded fund’s stock valued at $6,973,000 after acquiring an additional 1,148 shares in the last quarter. Charles Schwab Trust Co raised its stake in shares of iShares Russell 1000 Value ETF by 98.3% during the first quarter. Charles Schwab Trust Co now owns 3,293 shares of the exchange traded fund’s stock valued at $590,000 after purchasing an additional 1,632 shares during the period. CGN Advisors LLC lifted its position in shares of iShares Russell 1000 Value ETF by 6.5% during the first quarter. CGN Advisors LLC now owns 10,612 shares of the exchange traded fund’s stock worth $1,901,000 after purchasing an additional 651 shares in the last quarter. Finally, Financial Synergies Wealth Advisors Inc. lifted its position in shares of iShares Russell 1000 Value ETF by 244.9% during the first quarter. Financial Synergies Wealth Advisors Inc. now owns 307 shares of the exchange traded fund’s stock worth $55,000 after purchasing an additional 218 shares in the last quarter.

iShares Russell 1000 Value ETF Price Performance

IWD traded down $1.40 during trading hours on Tuesday, reaching $174.91. 880,216 shares of the stock traded hands, compared to its average volume of 1,881,271. iShares Russell 1000 Value ETF has a fifty-two week low of $143.34 and a fifty-two week high of $179.56. The company has a market cap of $54.79 billion, a price-to-earnings ratio of 17.81 and a beta of 0.77. The firm’s fifty day simple moving average is $174.75 and its two-hundred day simple moving average is $171.01.

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 capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).

See Also

Institutional Ownership by Quarter for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Receive News & Ratings for iShares Russell 1000 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 1000 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.