Home Wealth Advisor iShares Russell 1000 Value ETF (IWD) Shares Bought by Lenox Wealth Advisors LLC

iShares Russell 1000 Value ETF (IWD) Shares Bought by Lenox Wealth Advisors LLC

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Lenox Wealth Advisors LLC increased its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 5.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,805 shares of the exchange traded fund’s stock after acquiring an additional 1,785 shares during the quarter. iShares Russell 1000 Value ETF accounts for about 0.9% of Lenox Wealth Advisors LLC’s holdings, making the stock its 11th largest position. Lenox Wealth Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $4,660,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in the business. BerganKDV Wealth Management LLC bought a new stake in iShares Russell 1000 Value ETF in the second quarter worth approximately $113,000. Macquarie Group Ltd. bought a new stake in shares of iShares Russell 1000 Value ETF during the 2nd quarter worth $116,000. AlphaMark Advisors LLC bought a new stake in shares of iShares Russell 1000 Value ETF during the 2nd quarter worth $139,000. Exchange Capital Management Inc. acquired a new position in iShares Russell 1000 Value ETF during the 2nd quarter valued at $148,000. Finally, Mainstay Capital Management LLC ADV raised its stake in iShares Russell 1000 Value ETF by 12,037.8% during the 2nd quarter. Mainstay Capital Management LLC ADV now owns 18,935 shares of the exchange traded fund’s stock valued at $156,000 after purchasing an additional 18,779 shares during the last quarter.

NYSEARCA:IWD opened at $120.35 on Wednesday. iShares Russell 1000 Value ETF has a one year low of $116.03 and a one year high of $131.56.

The business also recently announced a quarterly dividend, which was paid on Tuesday, October 2nd. Investors of record on Thursday, September 27th were paid a dividend of $0.7896 per share. This is a boost from iShares Russell 1000 Value ETF’s previous quarterly dividend of $0.72. This represents a $3.16 annualized dividend and a yield of 2.62%. The ex-dividend date was Wednesday, September 26th.

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).

Further Reading: How Do You Calculate Return on Equity (ROE)?

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

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