Ballentine Partners LLC Boosts Stock Position in iShares Russell 3000 ETF (NYSEARCA:IWV)

Ballentine Partners LLC raised its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 168,440 shares of the company’s stock after buying an additional 59 shares during the quarter. iShares Russell 3000 ETF comprises about 1.0% of Ballentine Partners LLC’s investment portfolio, making the stock its 17th largest holding. Ballentine Partners LLC owned approximately 0.37% of iShares Russell 3000 ETF worth $56,301,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Anchor Investment Management LLC lifted its position in iShares Russell 3000 ETF by 4.4% during the second quarter. Anchor Investment Management LLC now owns 790 shares of the company’s stock valued at $244,000 after acquiring an additional 33 shares during the last quarter. Grant GrossMendelsohn LLC increased its position in shares of iShares Russell 3000 ETF by 3.2% during the fourth quarter. Grant GrossMendelsohn LLC now owns 1,135 shares of the company’s stock worth $379,000 after purchasing an additional 35 shares in the last quarter. Sunbelt Securities Inc. lifted its holdings in shares of iShares Russell 3000 ETF by 36.0% during the 3rd quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock valued at $44,000 after purchasing an additional 36 shares during the last quarter. Forum Financial Management LP lifted its holdings in shares of iShares Russell 3000 ETF by 2.8% during the 3rd quarter. Forum Financial Management LP now owns 1,626 shares of the company’s stock valued at $531,000 after purchasing an additional 45 shares during the last quarter. Finally, Empire Financial Management Company LLC boosted its position in shares of iShares Russell 3000 ETF by 5.6% in the 3rd quarter. Empire Financial Management Company LLC now owns 863 shares of the company’s stock worth $282,000 after purchasing an additional 46 shares in the last quarter.

iShares Russell 3000 ETF Price Performance

Shares of NYSEARCA:IWV opened at $341.94 on Tuesday. The business’s 50-day moving average is $340.78 and its 200 day moving average is $327.10. iShares Russell 3000 ETF has a 1 year low of $270.57 and a 1 year high of $349.54. The firm has a market capitalization of $15.66 billion, a P/E 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).