Partners in Financial Planning Invests $298,000 in iShares Russell 3000 ETF (NYSEARCA:IWV)

Partners in Financial Planning bought a new stake in iShares Russell 3000 ETF (NYSEARCA:IWV) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 891 shares of the company’s stock, valued at approximately $298,000.

Other large investors also recently made changes to their positions in the company. O Shaughnessy Asset Management LLC grew its holdings in iShares Russell 3000 ETF by 1,260.4% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 19,236 shares of the company’s stock valued at $6,430,000 after buying an additional 17,822 shares in the last quarter. Clearbridge Investments LLC acquired a new position in shares of iShares Russell 3000 ETF in the fourth quarter valued at about $423,000. Physician Wealth Advisors Inc. bought a new position in iShares Russell 3000 ETF during the fourth quarter worth about $48,000. Maridea Wealth Management LLC acquired a new position in shares of iShares Russell 3000 ETF during the 4th quarter worth approximately $5,816,000. Finally, Brown Brothers Harriman & Co. raised its position in shares of iShares Russell 3000 ETF by 1,609.3% in the fourth quarter. Brown Brothers Harriman & Co. now owns 4,957 shares of the company’s stock valued at $1,657,000 after buying an additional 4,667 shares in the last quarter.

iShares Russell 3000 ETF Trading Down 2.1 %

Shares of IWV stock opened at $315.99 on Monday. The stock has a 50 day simple moving average of $335.78 and a 200 day simple moving average of $335.18. iShares Russell 3000 ETF has a 1 year low of $282.38 and a 1 year high of $350.23. The stock has a market cap of $14.36 billion, a P/E ratio of 24.57 and a beta of 1.04.

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).