Heritage Financial Services LLC Sells 260 Shares of iShares Russell 3000 ETF (NYSEARCA:IWV)

Heritage Financial Services LLC reduced its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 4.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 6,156 shares of the company’s stock after selling 260 shares during the period. iShares Russell 3000 ETF makes up approximately 0.3% of Heritage Financial Services LLC’s holdings, making the stock its 21st biggest holding. Heritage Financial Services LLC’s holdings in iShares Russell 3000 ETF were worth $2,058,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of IWV. International Assets Investment Management LLC increased its stake in iShares Russell 3000 ETF by 34,366.3% in the 3rd quarter. International Assets Investment Management LLC now owns 828,914 shares of the company’s stock valued at $270,831,000 after buying an additional 826,509 shares during the last quarter. Strategic Investment Management LLC boosted its holdings in shares of iShares Russell 3000 ETF by 706.7% in the 4th quarter. Strategic Investment Management LLC now owns 133,261 shares of the company’s stock valued at $44,542,000 after buying an additional 116,741 shares during the last quarter. Finley Financial LLC bought a new position in shares of iShares Russell 3000 ETF in the fourth quarter valued at $24,021,000. Campbell Wealth Management acquired a new position in iShares Russell 3000 ETF during the third quarter worth $19,943,000. Finally, Strategic Wealth Investment Group LLC bought a new stake in iShares Russell 3000 ETF during the fourth quarter worth $20,322,000.

iShares Russell 3000 ETF Price Performance

Shares of IWV stock opened at $346.54 on Friday. The stock has a market cap of $15.87 billion, a P/E ratio of 24.59 and a beta of 1.03. The company has a fifty day moving average price of $341.77 and a two-hundred day moving average price of $328.71. iShares Russell 3000 ETF has a one year low of $276.42 and a one year high of $349.54.

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).