iShares Russell 1000 Value Index (IWD) Position Increased by LBJ Family Wealth Advisors Ltd.

LBJ Family Wealth Advisors Ltd. increased its stake in shares of iShares Russell 1000 Value Index (NYSEARCA:IWD) by 0.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 201,055 shares of the exchange traded fund’s stock after buying an additional 986 shares during the period. iShares Russell 1000 Value Index comprises 20.6% of LBJ Family Wealth Advisors Ltd.’s portfolio, making the stock its 2nd largest holding. LBJ Family Wealth Advisors Ltd. owned 0.06% of iShares Russell 1000 Value Index worth $24,999,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Regal Investment Advisors LLC raised its position in shares of iShares Russell 1000 Value Index by 1.1% in the second quarter. Regal Investment Advisors LLC now owns 2,140 shares of the exchange traded fund’s stock valued at $249,000 after buying an additional 23 shares during the last quarter. Wsfs Capital Management LLC raised its position in shares of iShares Russell 1000 Value Index by 0.8% in the second quarter. Wsfs Capital Management LLC now owns 4,892 shares of the exchange traded fund’s stock valued at $570,000 after buying an additional 39 shares during the last quarter. Pettyjohn Wood & White Inc. raised its position in shares of iShares Russell 1000 Value Index by 2.7% in the second quarter. Pettyjohn Wood & White Inc. now owns 2,008 shares of the exchange traded fund’s stock valued at $234,000 after buying an additional 53 shares during the last quarter. M&R Capital Management Inc. raised its position in shares of iShares Russell 1000 Value Index by 3.1% in the second quarter. M&R Capital Management Inc. now owns 2,108 shares of the exchange traded fund’s stock valued at $242,000 after buying an additional 63 shares during the last quarter. Finally, SVA Plumb Wealth Management LLC raised its position in shares of iShares Russell 1000 Value Index by 4.0% in the second quarter. SVA Plumb Wealth Management LLC now owns 2,432 shares of the exchange traded fund’s stock valued at $283,000 after buying an additional 93 shares during the last quarter.

iShares Russell 1000 Value Index (NYSEARCA IWD) traded up $0.25 during trading hours on Tuesday, hitting $124.59. 2,282,100 shares of the stock were exchanged, compared to its average volume of 1,992,497. The firm has a market capitalization of $41,310.00 and a price-to-earnings ratio of 15.12. iShares Russell 1000 Value Index has a twelve month low of $111.60 and a twelve month high of $125.36.

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 28th. Stockholders of record on Friday, December 22nd were given a $0.6349 dividend. This represents a $2.54 dividend on an annualized basis and a dividend yield of 2.04%. The ex-dividend date of this dividend was Thursday, December 21st. iShares Russell 1000 Value Index’s dividend payout ratio is presently 31.43%.

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iShares Russell 1000 Value Index 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).

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

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