Live Oak Private Wealth LLC Has $950,000 Stock Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Live Oak Private Wealth LLC lessened its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,129 shares of the exchange traded fund’s stock after selling 73 shares during the quarter. Live Oak Private Wealth LLC’s holdings in iShares Russell 1000 Value ETF were worth $950,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Lodestar Private Asset Management LLC increased its holdings in shares of iShares Russell 1000 Value ETF by 10.9% in the fourth quarter. Lodestar Private Asset Management LLC now owns 2,438 shares of the exchange traded fund’s stock worth $451,000 after acquiring an additional 240 shares in the last quarter. Fairvoy Private Wealth LLC acquired a new position in shares of iShares Russell 1000 Value ETF in the 4th quarter valued at approximately $1,034,000. Tandem Financial LLC bought a new stake in iShares Russell 1000 Value ETF during the 4th quarter worth approximately $6,827,000. Strategic Financial Concepts LLC increased its stake in iShares Russell 1000 Value ETF by 18,440.5% during the 4th quarter. Strategic Financial Concepts LLC now owns 420,683 shares of the exchange traded fund’s stock worth $77,881,000 after purchasing an additional 418,414 shares in the last quarter. Finally, Ledyard National Bank raised its holdings in iShares Russell 1000 Value ETF by 7.1% during the 4th quarter. Ledyard National Bank now owns 1,491 shares of the exchange traded fund’s stock worth $276,000 after buying an additional 99 shares during the period.

iShares Russell 1000 Value ETF Stock Down 0.0 %

iShares Russell 1000 Value ETF stock opened at $194.41 on Friday. The company has a 50 day moving average of $190.62 and a 200-day moving average of $188.62. iShares Russell 1000 Value ETF has a twelve month low of $164.34 and a twelve month high of $200.42. The stock has a market capitalization of $60.90 billion, a PE ratio of 17.81 and a beta of 0.77.

iShares Russell 1000 Value ETF 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).