Optivise Advisory Services LLC Has $236,000 Holdings in iShares Russell 3000 ETF $IWV

Optivise Advisory Services LLC trimmed its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 79.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 622 shares of the company’s stock after selling 2,425 shares during the period. Optivise Advisory Services LLC’s holdings in iShares Russell 3000 ETF were worth $236,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of IWV. Proathlete Wealth Management LLC acquired a new position in iShares Russell 3000 ETF during the 2nd quarter worth $27,000. Caldwell Trust Co bought a new stake in shares of iShares Russell 3000 ETF during the second quarter worth $34,000. Beacon Capital Management LLC lifted its stake in shares of iShares Russell 3000 ETF by 96.6% during the second quarter. Beacon Capital Management LLC now owns 175 shares of the company’s stock valued at $62,000 after acquiring an additional 86 shares during the period. Center for Financial Planning Inc. lifted its stake in shares of iShares Russell 3000 ETF by 214.3% during the second quarter. Center for Financial Planning Inc. now owns 176 shares of the company’s stock valued at $62,000 after acquiring an additional 120 shares during the period. Finally, MassMutual Private Wealth & Trust FSB bought a new position in iShares Russell 3000 ETF in the second quarter valued at about $70,000.

iShares Russell 3000 ETF Stock Down 0.4%

Shares of IWV stock opened at $390.34 on Tuesday. The firm has a market cap of $17.53 billion, a price-to-earnings ratio of 25.11 and a beta of 1.02. iShares Russell 3000 ETF has a 12 month low of $273.60 and a 12 month high of $392.50. The stock has a 50-day moving average price of $385.05 and a 200 day moving average price of $371.37.

About iShares Russell 3000 ETF

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). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.