Capital Performance Advisors LLP Makes New Investment in iShares Russell 3000 ETF (NYSEARCA:IWV)

Capital Performance Advisors LLP bought a new stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 573 shares of the company’s stock, valued at approximately $187,000.

Other institutional investors have also recently modified their holdings of the company. International Assets Investment Management LLC lifted its holdings in iShares Russell 3000 ETF by 34,366.3% during the third quarter. International Assets Investment Management LLC now owns 828,914 shares of the company’s stock valued at $270,831,000 after purchasing an additional 826,509 shares in the last quarter. Family Firm Inc. increased its stake in iShares Russell 3000 ETF by 313.7% during the 2nd quarter. Family Firm Inc. now owns 856,336 shares of the company’s stock worth $264,325,000 after buying an additional 649,319 shares in the last quarter. Strategic Financial Concepts LLC purchased a new stake in iShares Russell 3000 ETF during the 2nd quarter worth approximately $683,000. Waverly Advisors LLC raised its holdings in shares of iShares Russell 3000 ETF by 103.3% during the first quarter. Waverly Advisors LLC now owns 189,493 shares of the company’s stock valued at $56,863,000 after acquiring an additional 96,291 shares during the last quarter. Finally, Campbell Wealth Management purchased a new position in shares of iShares Russell 3000 ETF in the third quarter valued at approximately $19,943,000.

iShares Russell 3000 ETF Stock Performance

Shares of IWV traded up $0.61 during trading hours on Friday, hitting $341.48. 11,186 shares of the stock were exchanged, compared to its average volume of 170,805. The stock’s 50-day moving average price is $324.63 and its two-hundred day moving average price is $312.45. iShares Russell 3000 ETF has a 12-month low of $246.88 and a 12-month high of $341.83. The company has a market cap of $15.64 billion, a price-to-earnings ratio of 24.59 and a beta of 1.03.

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).