Oxford Financial Group Ltd. Has $6.13 Million Stake in iShares Russell 1000 ETF (NYSEARCA:IWB)

Oxford Financial Group Ltd. lifted its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB) by 16.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,335 shares of the company’s stock after buying an additional 4,884 shares during the quarter. iShares Russell 1000 ETF comprises approximately 1.7% of Oxford Financial Group Ltd.’s investment portfolio, making the stock its 13th biggest holding. Oxford Financial Group Ltd.’s holdings in iShares Russell 1000 ETF were worth $6,126,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Jones Financial Companies Lllp boosted its stake in iShares Russell 1000 ETF by 5.0% during the 4th quarter. Jones Financial Companies Lllp now owns 6,486,107 shares of the company’s stock worth $1,157,251,000 after acquiring an additional 311,401 shares during the last quarter. Wealth CMT bought a new position in iShares Russell 1000 ETF in the fourth quarter valued at approximately $55,230,000. Johanson Financial Advisors Inc. lifted its stake in iShares Russell 1000 ETF by 17,911.5% in the fourth quarter. Johanson Financial Advisors Inc. now owns 309,258 shares of the company’s stock valued at $1,733,000 after buying an additional 307,541 shares in the last quarter. Comerica Bank lifted its stake in iShares Russell 1000 ETF by 181.7% in the third quarter. Comerica Bank now owns 443,728 shares of the company’s stock valued at $73,875,000 after buying an additional 286,200 shares in the last quarter. Finally, Mizuho Trust & Banking Co. Ltd. bought a new position in iShares Russell 1000 ETF in the fourth quarter valued at approximately $35,684,000.

IWB traded down $0.66 during trading on Wednesday, reaching $173.15. The company had a trading volume of 2,508,727 shares, compared to its average volume of 978,392. iShares Russell 1000 ETF has a 12 month low of $151.66 and a 12 month high of $188.47. The business’s fifty day moving average price is $183.36 and its 200 day moving average price is $172.15.

iShares Russell 1000 ETF Profile

iShares Russell 1000 ETF (the Fund), formerly iShares Russell 1000 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the large-capitalization sector of the United States equity market and includes securities issued by the approximately 1,000 largest issuers in the Russell 3000 Index.

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

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