Montag & Caldwell LLC Makes New $223,000 Investment in iShares Russell 3000 ETF (NYSEARCA:IWV)

Montag & Caldwell LLC bought a new position in iShares Russell 3000 ETF (NYSEARCA:IWV) in the fourth quarter, HoldingsChannel reports. The fund bought 666 shares of the company’s stock, valued at approximately $223,000.

Several other institutional investors and hedge funds have also modified their holdings of IWV. Park Avenue Securities LLC grew its stake in shares of iShares Russell 3000 ETF by 64.0% in the 4th quarter. Park Avenue Securities LLC now owns 2,250 shares of the company’s stock valued at $752,000 after buying an additional 878 shares in the last quarter. Janney Montgomery Scott LLC lifted its holdings in iShares Russell 3000 ETF by 22.7% in the 4th quarter. Janney Montgomery Scott LLC now owns 5,722 shares of the company’s stock worth $1,913,000 after purchasing an additional 1,058 shares during the last quarter. Kestra Private Wealth Services LLC grew its holdings in iShares Russell 3000 ETF by 15.1% during the fourth quarter. Kestra Private Wealth Services LLC now owns 1,657 shares of the company’s stock valued at $554,000 after purchasing an additional 218 shares during the last quarter. Poinciana Advisors Group LLC bought a new position in shares of iShares Russell 3000 ETF in the fourth quarter valued at approximately $535,000. Finally, Prestige Wealth Management Group LLC bought a new stake in shares of iShares Russell 3000 ETF during the 4th quarter worth $134,000.

iShares Russell 3000 ETF Stock Up 0.9 %

iShares Russell 3000 ETF stock opened at $305.20 on Tuesday. The stock has a market cap of $13.99 billion, a price-to-earnings ratio of 22.90 and a beta of 1.03. iShares Russell 3000 ETF has a 12 month low of $273.60 and a 12 month high of $350.23. The business has a 50 day moving average price of $324.45 and a two-hundred day moving average price of $333.15.

iShares Russell 3000 ETF Company 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).