Vertex Planning Partners LLC Reduces Holdings in iShares Russell 3000 ETF (NYSEARCA:IWV)

Vertex Planning Partners LLC lowered its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,504 shares of the company’s stock after selling 36 shares during the quarter. Vertex Planning Partners LLC’s holdings in iShares Russell 3000 ETF were worth $1,798,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Family Firm Inc. lifted its stake in shares of iShares Russell 3000 ETF by 313.7% in the 2nd quarter. Family Firm Inc. now owns 856,336 shares of the company’s stock worth $264,325,000 after acquiring an additional 649,319 shares during the period. International Assets Investment Management LLC lifted 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 in the last quarter. LPL Financial LLC lifted its position in shares of iShares Russell 3000 ETF by 3.5% in the second quarter. LPL Financial LLC now owns 455,343 shares of the company’s stock valued at $140,551,000 after acquiring an additional 15,501 shares in the last quarter. Tlwm boosted its stake in shares of iShares Russell 3000 ETF by 0.9% during the 3rd quarter. Tlwm now owns 292,761 shares of the company’s stock worth $95,653,000 after purchasing an additional 2,485 shares during the last quarter. Finally, Strategic Financial Concepts LLC acquired a new stake in iShares Russell 3000 ETF during the second quarter worth approximately $683,000.

iShares Russell 3000 ETF Trading Up 0.4 %

iShares Russell 3000 ETF stock opened at $336.53 on Tuesday. iShares Russell 3000 ETF has a 52 week low of $257.03 and a 52 week high of $344.04. The stock has a fifty day moving average price of $328.67 and a 200 day moving average price of $315.53. The firm has a market capitalization of $15.41 billion, a P/E ratio of 24.59 and a beta of 1.03.

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).