Clifford Swan Investment Counsel LLC Purchases New Stake in iShares Russell 1000 Value Index (IWD)

Clifford Swan Investment Counsel LLC purchased a new stake in iShares Russell 1000 Value Index (NYSEARCA:IWD) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,640 shares of the exchange traded fund’s stock, valued at approximately $204,000.

Several other large investors have also recently added to or reduced their stakes in IWD. Taylor Hoffman Wealth Management bought a new position in iShares Russell 1000 Value Index during the fourth quarter worth $149,000. UBS Asset Management Americas Inc. increased its holdings in iShares Russell 1000 Value Index by 73.8% in the 4th quarter. UBS Asset Management Americas Inc. now owns 990,536 shares of the exchange traded fund’s stock valued at $123,163,000 after buying an additional 420,473 shares during the period. BlackRock Inc. increased its holdings in iShares Russell 1000 Value Index by 23.0% in the 4th quarter. BlackRock Inc. now owns 3,261,131 shares of the exchange traded fund’s stock valued at $405,489,000 after buying an additional 609,515 shares during the period. Bridges Investment Management Inc. increased its holdings in iShares Russell 1000 Value Index by 0.3% in the 4th quarter. Bridges Investment Management Inc. now owns 238,075 shares of the exchange traded fund’s stock valued at $29,602,000 after buying an additional 730 shares during the period. Finally, Raymond James Financial Services Advisors Inc. increased its holdings in iShares Russell 1000 Value Index by 8.0% in the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 641,592 shares of the exchange traded fund’s stock valued at $79,777,000 after buying an additional 47,286 shares during the period.

Shares of iShares Russell 1000 Value Index (NYSEARCA IWD) opened at $124.61 on Tuesday. iShares Russell 1000 Value Index has a fifty-two week low of $112.39 and a fifty-two week high of $131.56. The stock has a market cap of $37,450.00 and a price-to-earnings ratio of 15.12.

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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).

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

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