Sargent Investment Group LLC Trims Stake in iShares Russell 3000 ETF (NYSEARCA:IWV)

Sargent Investment Group LLC reduced its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 5.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 773 shares of the company’s stock after selling 45 shares during the period. Sargent Investment Group LLC’s holdings in iShares Russell 3000 ETF were worth $257,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Tanager Wealth Management LLP increased its position in iShares Russell 3000 ETF by 2.2% in the 4th quarter. Tanager Wealth Management LLP now owns 41,212 shares of the company’s stock valued at $13,775,000 after acquiring an additional 875 shares during the period. Calamos Wealth Management LLC increased its position in iShares Russell 3000 ETF by 4.0% in the 4th quarter. Calamos Wealth Management LLC now owns 167,695 shares of the company’s stock valued at $56,052,000 after acquiring an additional 6,388 shares during the period. U.S. Capital Wealth Advisors LLC increased its position in iShares Russell 3000 ETF by 6.2% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 9,334 shares of the company’s stock valued at $3,120,000 after acquiring an additional 542 shares during the period. Journey Strategic Wealth LLC increased its position in iShares Russell 3000 ETF by 238.9% in the 4th quarter. Journey Strategic Wealth LLC now owns 8,894 shares of the company’s stock valued at $2,973,000 after acquiring an additional 6,270 shares during the period. Finally, Tritonpoint Wealth LLC increased its position in iShares Russell 3000 ETF by 24.7% in the 4th quarter. Tritonpoint Wealth LLC now owns 1,021 shares of the company’s stock valued at $341,000 after acquiring an additional 202 shares during the period.

iShares Russell 3000 ETF Stock Up 0.4 %

Shares of IWV stock opened at $346.12 on Thursday. The stock has a market capitalization of $15.85 billion, a PE ratio of 24.59 and a beta of 1.03. iShares Russell 3000 ETF has a 52-week low of $280.77 and a 52-week high of $349.54. The stock’s 50-day moving average price is $341.90 and its 200 day moving average price is $329.56.

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).