Segment Wealth Management LLC lifted its position in iShares Russell 1000 Value Index (NYSE:IWD) by 3.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 129,065 shares of the exchange traded fund’s stock after buying an additional 3,883 shares during the quarter. iShares Russell 1000 Value Index comprises approximately 4.1% of Segment Wealth Management LLC’s holdings, making the stock its 2nd biggest position. Segment Wealth Management LLC’s holdings in iShares Russell 1000 Value Index were worth $15,027,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in IWD. Regal Investment Advisors LLC lifted its holdings in iShares Russell 1000 Value Index by 1.1% during the 2nd quarter. Regal Investment Advisors LLC now owns 2,140 shares of the exchange traded fund’s stock valued at $249,000 after purchasing an additional 23 shares during the last quarter. Meridian Wealth Management LLC lifted its holdings in iShares Russell 1000 Value Index by 2.6% during the 2nd quarter. Meridian Wealth Management LLC now owns 2,432 shares of the exchange traded fund’s stock valued at $283,000 after purchasing an additional 62 shares during the last quarter. Taylor Cottrill Erickson & Associates Inc. lifted its holdings in iShares Russell 1000 Value Index by 0.3% during the 2nd quarter. Taylor Cottrill Erickson & Associates Inc. now owns 25,107 shares of the exchange traded fund’s stock valued at $2,923,000 after purchasing an additional 75 shares during the last quarter. Autus Asset Management LLC lifted its holdings in iShares Russell 1000 Value Index by 0.9% during the 2nd quarter. Autus Asset Management LLC now owns 9,057 shares of the exchange traded fund’s stock valued at $1,055,000 after purchasing an additional 80 shares during the last quarter. Finally, SVA Plumb Wealth Management LLC lifted its holdings in iShares Russell 1000 Value Index by 4.0% during the 2nd quarter. SVA Plumb Wealth Management LLC now owns 2,432 shares of the exchange traded fund’s stock valued at $283,000 after purchasing an additional 93 shares during the last quarter.

Shares of iShares Russell 1000 Value Index (NYSE:IWD) traded up 0.14% during midday trading on Wednesday, reaching $118.41. The company’s stock had a trading volume of 314,671 shares. The firm has a 50-day moving average of $116.12 and a 200-day moving average of $115.64. iShares Russell 1000 Value Index has a one year low of $102.07 and a one year high of $121.24.

ILLEGAL ACTIVITY NOTICE: This story was first published by The Cerbat Gem and is owned by of The Cerbat Gem. If you are reading this story on another website, it was stolen and reposted in violation of US and international copyright and trademark legislation. The legal version of this story can be read at https://www.thecerbatgem.com/2017/09/20/ishares-russell-1000-value-index-iwd-shares-bought-by-segment-wealth-management-llc.html.

iShares Russell 1000 Value Index 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).

Want to see what other hedge funds are holding IWD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell 1000 Value Index (NYSE:IWD).

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

Receive News & Stock Ratings for iShares Russell 1000 Value Index Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 1000 Value Index and related stocks with our FREE daily email newsletter.