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

Planning Alternatives Ltd. ADV trimmed its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,673 shares of the company’s stock after selling 45 shares during the quarter. iShares Russell 3000 ETF makes up 0.4% of Planning Alternatives Ltd. ADV’s 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 quarter.

Other institutional investors also recently bought and sold shares of the company. Steward Partners Investment Advisory LLC lifted its position in shares of iShares Russell 3000 ETF by 0.8% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 4,032 shares of the company’s stock valued at $1,348,000 after acquiring an additional 32 shares in the last quarter. Jones Financial Companies Lllp lifted its position in shares of iShares Russell 3000 ETF by 4.3% in the fourth quarter. Jones Financial Companies Lllp now owns 112,763 shares of the company’s stock valued at $37,691,000 after acquiring an additional 4,699 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of iShares Russell 3000 ETF in the fourth quarter valued at $186,000. Hanover Advisors Inc. lifted its position in shares of iShares Russell 3000 ETF by 1.3% in the fourth quarter. Hanover Advisors Inc. now owns 41,921 shares of the company’s stock valued at $14,012,000 after acquiring an additional 525 shares in the last quarter. Finally, Conservest Capital Advisors Inc. lifted its position in shares of iShares Russell 3000 ETF by 0.7% in the fourth quarter. Conservest Capital Advisors Inc. now owns 37,040 shares of the company’s stock valued at $12,381,000 after acquiring an additional 249 shares in the last quarter.

iShares Russell 3000 ETF Trading Down 1.8 %

NYSEARCA IWV opened at $332.03 on Tuesday. The business’s 50-day moving average price is $341.61 and its 200 day moving average price is $334.43. iShares Russell 3000 ETF has a twelve month low of $282.38 and a twelve month high of $350.23. The company has a market capitalization of $15.17 billion, a PE ratio of 26.45 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).