Dynasty Wealth Management LLC Makes New $83.26 Million Investment in iShares Russell 1000 Value ETF $IWD

Dynasty Wealth Management LLC purchased a new position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 395,837 shares of the exchange traded fund’s stock, valued at approximately $83,260,000. iShares Russell 1000 Value ETF makes up 0.8% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its 29th largest position. Dynasty Wealth Management LLC owned 0.13% of iShares Russell 1000 Value ETF as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Diamond Hill Capital Management Inc. increased its holdings in iShares Russell 1000 Value ETF by 24,828.5% in the fourth quarter. Diamond Hill Capital Management Inc. now owns 556,903 shares of the exchange traded fund’s stock worth $117,139,000 after buying an additional 554,669 shares during the last quarter. Confluence Investment Management LLC lifted its stake in iShares Russell 1000 Value ETF by 2,904.9% in the fourth quarter. Confluence Investment Management LLC now owns 568,609 shares of the exchange traded fund’s stock valued at $119,601,000 after acquiring an additional 549,686 shares during the last quarter. BNP Paribas Financial Markets grew its position in iShares Russell 1000 Value ETF by 91.1% in the fourth quarter. BNP Paribas Financial Markets now owns 1,053,204 shares of the exchange traded fund’s stock worth $221,531,000 after acquiring an additional 502,015 shares in the last quarter. Tcfg Wealth Management LLC increased its stake in shares of iShares Russell 1000 Value ETF by 12,109.1% during the 3rd quarter. Tcfg Wealth Management LLC now owns 321,587 shares of the exchange traded fund’s stock worth $65,472,000 after purchasing an additional 318,953 shares during the last quarter. Finally, Allworth Financial LP increased its stake in shares of iShares Russell 1000 Value ETF by 604.9% during the 4th quarter. Allworth Financial LP now owns 320,484 shares of the exchange traded fund’s stock worth $67,411,000 after purchasing an additional 275,022 shares during the last quarter. 84.93% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 1000 Value ETF Trading Up 0.8%

iShares Russell 1000 Value ETF stock opened at $239.32 on Wednesday. iShares Russell 1000 Value ETF has a 1-year low of $188.19 and a 1-year high of $239.59. The firm’s fifty day simple moving average is $226.32 and its 200-day simple moving average is $219.31. The company has a market capitalization of $76.87 billion, a P/E ratio of 18.83 and a beta of 0.84.

iShares Russell 1000 Value ETF 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). 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.