Annex Advisory Services LLC trimmed its position in shares of iShares Russell 1000 Value Index (NYSE:IWD) by 2.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,399 shares of the exchange traded fund’s stock after selling 456 shares during the quarter. iShares Russell 1000 Value Index accounts for approximately 0.4% of Annex Advisory Services LLC’s investment portfolio, making the stock its 20th biggest position. Annex Advisory Services LLC’s holdings in iShares Russell 1000 Value Index were worth $2,062,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Cullen Frost Bankers Inc. boosted its holdings in iShares Russell 1000 Value Index by 0.4% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 312,364 shares of the exchange traded fund’s stock valued at $37,018,000 after acquiring an additional 1,154 shares during the period. One Capital Management LLC boosted its holdings in iShares Russell 1000 Value Index by 1.6% during the 3rd quarter. One Capital Management LLC now owns 74,175 shares of the exchange traded fund’s stock valued at $8,790,000 after acquiring an additional 1,196 shares during the period. Nwam LLC boosted its holdings in iShares Russell 1000 Value Index by 1.5% during the 3rd quarter. Nwam LLC now owns 57,068 shares of the exchange traded fund’s stock valued at $6,763,000 after acquiring an additional 861 shares during the period. Legacy Advisors LLC purchased a new position in iShares Russell 1000 Value Index during the 3rd quarter valued at about $274,000. Finally, Lincoln National Corp boosted its holdings in iShares Russell 1000 Value Index by 4.1% during the 3rd quarter. Lincoln National Corp now owns 93,102 shares of the exchange traded fund’s stock valued at $11,034,000 after acquiring an additional 3,626 shares during the period.

Shares of iShares Russell 1000 Value Index (NYSE IWD) traded down $0.30 during trading on Tuesday, reaching $119.77. The company had a trading volume of 131,378 shares. iShares Russell 1000 Value Index has a 12 month low of $103.50 and a 12 month high of $121.24.

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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 (NYSE:IWD)

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