LWM Advisory Services LLC Sells 106 Shares of iShares Russell 3000 ETF (NYSEARCA:IWV)

LWM Advisory Services LLC decreased its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,040 shares of the company’s stock after selling 106 shares during the quarter. LWM Advisory Services LLC’s holdings in iShares Russell 3000 ETF were worth $1,016,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Bank of Jackson Hole Trust bought a new stake in shares of iShares Russell 3000 ETF in the fourth quarter worth $25,000. Truvestments Capital LLC acquired a new position in iShares Russell 3000 ETF in the third quarter valued at $33,000. Principal Securities Inc. lifted its holdings in iShares Russell 3000 ETF by 237.5% in the fourth quarter. Principal Securities Inc. now owns 108 shares of the company’s stock valued at $36,000 after buying an additional 76 shares during the period. Blue Trust Inc. lifted its holdings in iShares Russell 3000 ETF by 384.0% in the third quarter. Blue Trust Inc. now owns 121 shares of the company’s stock valued at $37,000 after buying an additional 96 shares during the period. Finally, Avior Wealth Management LLC lifted its holdings in iShares Russell 3000 ETF by 126.8% in the fourth quarter. Avior Wealth Management LLC now owns 127 shares of the company’s stock valued at $43,000 after buying an additional 71 shares during the period.

iShares Russell 3000 ETF Stock Down 1.9 %

IWV stock opened at $341.61 on Friday. The firm has a market cap of $15.61 billion, a price-to-earnings ratio of 26.45 and a beta of 1.04. iShares Russell 3000 ETF has a 12-month low of $282.38 and a 12-month high of $350.23. The company’s fifty day simple moving average is $341.95 and its 200 day simple moving average is $332.91.

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).