Lido Advisors LLC Sells 2,739 Shares of iShares Russell 1000 Value ETF $IWD

by · The Markets Daily

Lido Advisors LLC cut its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 182,339 shares of the exchange traded fund’s stock after selling 2,739 shares during the quarter. Lido Advisors LLC owned approximately 0.06% of iShares Russell 1000 Value ETF worth $37,838,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. WCG Wealth Advisors LLC raised its position in shares of iShares Russell 1000 Value ETF by 18.9% in the fourth quarter. WCG Wealth Advisors LLC now owns 14,894 shares of the exchange traded fund’s stock valued at $3,133,000 after purchasing an additional 2,372 shares during the period. Nvest Financial LLC raised its position in shares of iShares Russell 1000 Value ETF by 205.9% in the fourth quarter. Nvest Financial LLC now owns 4,840 shares of the exchange traded fund’s stock valued at $1,018,000 after purchasing an additional 3,258 shares during the period. Johnson Financial Group LLC bought a new position in shares of iShares Russell 1000 Value ETF in the fourth quarter valued at about $2,582,000. Anchor Capital Advisors LLC raised its position in shares of iShares Russell 1000 Value ETF by 372.8% in the fourth quarter. Anchor Capital Advisors LLC now owns 67,881 shares of the exchange traded fund’s stock valued at $14,278,000 after purchasing an additional 53,525 shares during the period. Finally, M.D. Sass LLC bought a new position in shares of iShares Russell 1000 Value ETF in the fourth quarter valued at about $4,785,000. 84.93% of the stock is owned by institutional investors.

iShares Russell 1000 Value ETF Price Performance

Shares of IWD opened at $239.30 on Thursday. The company’s 50-day moving average is $227.40 and its 200-day moving average is $219.77. iShares Russell 1000 Value ETF has a fifty-two week low of $188.39 and a fifty-two week high of $240.11. The firm has a market capitalization of $76.86 billion, a PE ratio of 18.83 and a beta of 0.84.

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). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.

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