iShares Russell 3000 ETF (NYSEARCA:IWV) Shares Sold by Lyell Wealth Management LP

Lyell Wealth Management LP trimmed its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 16.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,150 shares of the company’s stock after selling 220 shares during the period. Lyell Wealth Management LP’s holdings in iShares Russell 3000 ETF were worth $355,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Fiduciary Management Inc. WI acquired a new stake in shares of iShares Russell 3000 ETF in the 4th quarter worth about $2,152,000. Stephens Inc. AR increased its holdings in shares of iShares Russell 3000 ETF by 2.4% in the 4th quarter. Stephens Inc. AR now owns 149,247 shares of the company’s stock worth $40,855,000 after acquiring an additional 3,530 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of iShares Russell 3000 ETF by 35.0% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,543 shares of the company’s stock worth $463,000 after acquiring an additional 400 shares during the period. Advisory Services Network LLC increased its holdings in shares of iShares Russell 3000 ETF by 17.0% in the 4th quarter. Advisory Services Network LLC now owns 10,358 shares of the company’s stock worth $2,835,000 after acquiring an additional 1,505 shares during the period. Finally, Concurrent Investment Advisors LLC acquired a new stake in shares of iShares Russell 3000 ETF in the 1st quarter worth about $320,000.

iShares Russell 3000 ETF Stock Up 0.7 %

IWV stock opened at $319.81 on Monday. iShares Russell 3000 ETF has a fifty-two week low of $233.54 and a fifty-two week high of $322.19. The firm’s 50-day simple moving average is $313.04 and its 200 day simple moving average is $303.69. The stock has a market cap of $14.65 billion, a PE 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).