Planning Alternatives Ltd. ADV Trims Stock Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

Planning Alternatives Ltd. ADV cut its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 7,673 shares of the company’s stock after selling 45 shares during the quarter. iShares Russell 3000 ETF comprises about 0.4% of Planning Alternatives Ltd. ADV’s investment portfolio, making the stock its 17th biggest holding. Planning Alternatives Ltd. ADV’s holdings in iShares Russell 3000 ETF were worth $2,565,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in IWV. Park Avenue Securities LLC increased its stake in iShares Russell 3000 ETF by 64.0% during the fourth quarter. Park Avenue Securities LLC now owns 2,250 shares of the company’s stock worth $752,000 after acquiring an additional 878 shares during the last quarter. Janney Montgomery Scott LLC increased its stake in iShares Russell 3000 ETF by 22.7% during the fourth quarter. Janney Montgomery Scott LLC now owns 5,722 shares of the company’s stock worth $1,913,000 after acquiring an additional 1,058 shares during the last quarter. Kestra Private Wealth Services LLC increased its stake in iShares Russell 3000 ETF by 15.1% during the fourth quarter. Kestra Private Wealth Services LLC now owns 1,657 shares of the company’s stock worth $554,000 after acquiring an additional 218 shares during the last quarter. Captrust Financial Advisors increased its stake in iShares Russell 3000 ETF by 1.6% during the third quarter. Captrust Financial Advisors now owns 244,475 shares of the company’s stock worth $79,877,000 after acquiring an additional 3,871 shares during the last quarter. Finally, Pitcairn Co. increased its stake in iShares Russell 3000 ETF by 7.8% during the third quarter. Pitcairn Co. now owns 558,944 shares of the company’s stock worth $182,624,000 after acquiring an additional 40,564 shares during the last quarter.

iShares Russell 3000 ETF Price Performance

Shares of NYSEARCA:IWV opened at $332.03 on Tuesday. The firm has a market capitalization of $15.17 billion, a PE ratio of 26.45 and a beta of 1.04. The business has a 50-day moving average of $341.61 and a two-hundred day moving average of $334.43. iShares Russell 3000 ETF has a 12 month low of $282.38 and a 12 month high of $350.23.

iShares Russell 3000 ETF Company 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).