Vertex Planning Partners LLC Boosts Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

Vertex Planning Partners LLC raised its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 6.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,860 shares of the company’s stock after acquiring an additional 356 shares during the period. Vertex Planning Partners LLC’s holdings in iShares Russell 3000 ETF were worth $1,959,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bank of Jackson Hole Trust bought a new stake in iShares Russell 3000 ETF in the 4th quarter worth about $25,000. Truvestments Capital LLC purchased a new position in shares of iShares Russell 3000 ETF in the 3rd quarter worth $33,000. Principal Securities Inc. boosted its stake in iShares Russell 3000 ETF by 237.5% during the fourth quarter. Principal Securities Inc. now owns 108 shares of the company’s stock worth $36,000 after buying an additional 76 shares during the period. Avior Wealth Management LLC lifted its holdings in iShares Russell 3000 ETF by 126.8% during the 4th quarter. Avior Wealth Management LLC now owns 127 shares of the company’s stock valued at $43,000 after buying an additional 71 shares in the last quarter. Finally, Sunbelt Securities Inc. increased its holdings in iShares Russell 3000 ETF by 36.0% during the third quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock valued at $44,000 after buying an additional 36 shares during the period.

iShares Russell 3000 ETF Price Performance

NYSEARCA IWV opened at $322.67 on Friday. iShares Russell 3000 ETF has a 1 year low of $282.38 and a 1 year high of $350.23. The stock’s fifty day moving average price is $336.30 and its 200 day moving average price is $334.85. The company has a market cap of $14.67 billion, a price-to-earnings ratio of 24.57 and a beta of 1.04.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).