Moneywise Inc. Has $11.92 Million Stake in iShares Russell 3000 ETF (NYSEARCA:IWV)

Moneywise Inc. boosted its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 9.0% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 35,673 shares of the company’s stock after purchasing an additional 2,956 shares during the period. iShares Russell 3000 ETF comprises 6.0% of Moneywise Inc.’s investment portfolio, making the stock its 5th biggest position. Moneywise Inc. owned approximately 0.08% of iShares Russell 3000 ETF worth $11,924,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Truvestments Capital LLC bought a new stake in iShares Russell 3000 ETF in the 3rd quarter worth about $33,000. Blue Trust Inc. boosted its stake in iShares Russell 3000 ETF by 384.0% in the third quarter. Blue Trust Inc. now owns 121 shares of the company’s stock valued at $37,000 after acquiring an additional 96 shares during the last quarter. Avior Wealth Management LLC boosted its stake in iShares Russell 3000 ETF by 126.8% in the fourth quarter. Avior Wealth Management LLC now owns 127 shares of the company’s stock valued at $43,000 after acquiring an additional 71 shares during the last quarter. Sunbelt Securities Inc. boosted its stake in iShares Russell 3000 ETF by 36.0% in the third quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock valued at $44,000 after acquiring an additional 36 shares during the last quarter. Finally, Key Financial Inc boosted its stake in iShares Russell 3000 ETF by 18.9% in the third quarter. Key Financial Inc now owns 472 shares of the company’s stock valued at $154,000 after acquiring an additional 75 shares during the last quarter.

iShares Russell 3000 ETF Stock Up 0.4 %

IWV opened at $346.12 on Thursday. The stock has a market cap of $15.85 billion, a price-to-earnings ratio of 24.59 and a beta of 1.03. iShares Russell 3000 ETF has a twelve month low of $280.77 and a twelve month high of $349.54. The company’s 50-day moving average price is $341.90 and its two-hundred day moving average price is $329.56.

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).