iShares Russell 3000 ETF (NYSEARCA:IWV) Shares Acquired by Vertex Planning Partners LLC

Vertex Planning Partners LLC increased its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 6.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,860 shares of the company’s stock after buying an additional 356 shares during the quarter. Vertex Planning Partners LLC’s holdings in iShares Russell 3000 ETF were worth $1,959,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Truvestments Capital LLC bought a new position in shares of iShares Russell 3000 ETF during the 3rd quarter valued at $33,000. D.A. Davidson & CO. increased its stake in shares of iShares Russell 3000 ETF by 1.4% in the 3rd quarter. D.A. Davidson & CO. now owns 4,630 shares of the company’s stock valued at $1,513,000 after acquiring an additional 65 shares during the last quarter. FMR LLC raised its holdings in shares of iShares Russell 3000 ETF by 1.6% during the third quarter. FMR LLC now owns 52,583 shares of the company’s stock worth $17,181,000 after acquiring an additional 843 shares during the period. Cadence Bank bought a new position in shares of iShares Russell 3000 ETF in the 3rd quarter valued at about $223,000. Finally, Financial Counselors Inc. lifted its stake in iShares Russell 3000 ETF by 3.4% in the 3rd quarter. Financial Counselors Inc. now owns 4,290 shares of the company’s stock valued at $1,402,000 after purchasing an additional 141 shares during the last quarter.

iShares Russell 3000 ETF Stock Performance

NYSEARCA:IWV opened at $322.67 on Friday. iShares Russell 3000 ETF has a fifty-two week low of $282.38 and a fifty-two week high of $350.23. The stock has a fifty day moving average price of $336.30 and a 200-day moving average price of $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).