SilverOak Wealth Management LLC lowered its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 3.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,910 shares of the company’s stock after selling 125 shares during the quarter. SilverOak Wealth Management LLC’s holdings in iShares Russell 3000 ETF were worth $1,278,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in iShares Russell 3000 ETF by 35.0% during the first 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. Concurrent Investment Advisors LLC acquired a new position in shares of iShares Russell 3000 ETF in the 1st quarter valued at $320,000. Avantax Advisory Services Inc. boosted its holdings in iShares Russell 3000 ETF by 41.2% during the first quarter. Avantax Advisory Services Inc. now owns 2,460 shares of the company’s stock worth $738,000 after buying an additional 718 shares in the last quarter. Great Diamond Partners LLC grew its position in iShares Russell 3000 ETF by 2.0% during the first quarter. Great Diamond Partners LLC now owns 92,525 shares of the company’s stock valued at $27,765,000 after buying an additional 1,827 shares during the period. Finally, Bleakley Financial Group LLC grew its position in iShares Russell 3000 ETF by 7.1% during the first quarter. Bleakley Financial Group LLC now owns 4,163 shares of the company’s stock valued at $1,249,000 after buying an additional 276 shares during the period.
iShares Russell 3000 ETF Trading Up 0.5 %
Shares of iShares Russell 3000 ETF stock traded up $1.65 during trading hours on Friday, reaching $342.52. The stock had a trading volume of 100,951 shares, compared to its average volume of 171,219. iShares Russell 3000 ETF has a twelve month low of $246.88 and a twelve month high of $343.12. The firm has a market capitalization of $15.69 billion, a PE ratio of 24.59 and a beta of 1.03. The stock’s 50 day moving average is $325.50 and its 200 day moving average is $313.04.
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).
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