iShares Russell 1000 ETF (IWB) Shares Sold by Oxford Financial Group Ltd.

Oxford Financial Group Ltd. lessened its position in iShares Russell 1000 ETF (NYSEARCA:IWB) by 1.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 29,604 shares of the company’s stock after selling 465 shares during the quarter. iShares Russell 1000 ETF comprises 2.2% of Oxford Financial Group Ltd.’s holdings, making the stock its 9th largest position. Oxford Financial Group Ltd.’s holdings in iShares Russell 1000 ETF were worth $4,787,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Squar Milner Financial Services LLC purchased a new position in iShares Russell 1000 ETF in the 2nd quarter valued at $125,000. Cornerstone Wealth Management LLC purchased a new position in iShares Russell 1000 ETF in the 2nd quarter valued at $130,000. Exchange Capital Management Inc. purchased a new position in iShares Russell 1000 ETF in the 3rd quarter valued at $140,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors purchased a new position in iShares Russell 1000 ETF in the 2nd quarter valued at $163,000. Finally, Landaas & Co. WI ADV purchased a new position in iShares Russell 1000 ETF in the 2nd quarter valued at $166,000.

NYSEARCA:IWB opened at $149.75 on Friday. iShares Russell 1000 ETF has a twelve month low of $140.76 and a twelve month high of $164.13.



The firm also recently declared a quarterly dividend, which was paid on Tuesday, October 2nd. Stockholders of record on Thursday, September 27th were paid a $0.7395 dividend. This is an increase from iShares Russell 1000 ETF’s previous quarterly dividend of $0.68. This represents a $2.96 annualized dividend and a dividend yield of 1.98%. The ex-dividend date of this dividend was Wednesday, September 26th.

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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