Congress Wealth Management LLC DE Sells 1,100 Shares of iShares Russell 3000 ETF (NYSEARCA:IWV)

Congress Wealth Management LLC DE decreased its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 21.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,083 shares of the company’s stock after selling 1,100 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares Russell 3000 ETF were worth $1,365,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Bank of Jackson Hole Trust bought a new position in iShares Russell 3000 ETF in the 4th quarter worth about $25,000. Truvestments Capital LLC bought a new stake in iShares Russell 3000 ETF during the 3rd quarter valued at about $33,000. Principal Securities Inc. raised 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 worth $36,000 after buying an additional 76 shares during the last quarter. Avior Wealth Management LLC lifted its stake in shares of iShares Russell 3000 ETF by 126.8% in the fourth quarter. Avior Wealth Management LLC now owns 127 shares of the company’s stock worth $43,000 after buying an additional 71 shares in the last quarter. Finally, Sunbelt Securities Inc. grew its holdings in shares of iShares Russell 3000 ETF by 36.0% during the third quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock valued at $44,000 after buying an additional 36 shares during the last quarter.

iShares Russell 3000 ETF Stock Down 0.3 %

Shares of IWV opened at $322.67 on Friday. The company has a market capitalization of $14.67 billion, a P/E ratio of 24.57 and a beta of 1.04. iShares Russell 3000 ETF has a twelve month low of $282.38 and a twelve month high of $350.23. The firm has a 50 day moving average of $336.30 and a 200 day moving average of $334.85.

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).