Lido Advisors LLC Purchases 127,471 Shares of iShares Russell 1000 Value ETF $IWD

Lido Advisors LLC raised its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 69.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 309,810 shares of the exchange traded fund’s stock after buying an additional 127,471 shares during the quarter. Lido Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $66,197,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Simplicity Wealth LLC raised its holdings in shares of iShares Russell 1000 Value ETF by 0.3% during the 1st quarter. Simplicity Wealth LLC now owns 16,034 shares of the exchange traded fund’s stock worth $3,426,000 after acquiring an additional 44 shares in the last quarter. Falcon Wealth Planning grew its holdings in shares of iShares Russell 1000 Value ETF by 3.9% in the first quarter. Falcon Wealth Planning now owns 1,204 shares of the exchange traded fund’s stock valued at $257,000 after purchasing an additional 45 shares in the last quarter. Members Wealth LLC increased its position in iShares Russell 1000 Value ETF by 3.6% in the first quarter. Members Wealth LLC now owns 1,330 shares of the exchange traded fund’s stock worth $301,000 after purchasing an additional 46 shares during the last quarter. Cardiff Park Advisors LLC increased its position in iShares Russell 1000 Value ETF by 0.6% in the fourth quarter. Cardiff Park Advisors LLC now owns 7,433 shares of the exchange traded fund’s stock worth $1,563,000 after purchasing an additional 46 shares during the last quarter. Finally, Sax Wealth Advisors LLC increased its position in iShares Russell 1000 Value ETF by 0.5% in the fourth quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock worth $2,013,000 after purchasing an additional 49 shares during the last quarter. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Up 0.0%

iShares Russell 1000 Value ETF stock opened at $247.52 on Thursday. iShares Russell 1000 Value ETF has a 52-week low of $191.64 and a 52-week high of $250.50. The firm’s fifty day moving average is $241.44 and its 200 day moving average is $228.37. The company has a market cap of $81.73 billion, a price-to-earnings ratio of 18.83 and a beta of 0.84.

About iShares Russell 1000 Value ETF

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.