Ballentine Partners LLC Has $55.02 Million Stock Holdings in iShares Russell 3000 ETF (NYSEARCA:IWV)

Ballentine Partners LLC trimmed its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 0.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 168,381 shares of the company’s stock after selling 412 shares during the quarter. iShares Russell 3000 ETF comprises approximately 0.9% of Ballentine Partners LLC’s holdings, making the stock its 17th largest position. Ballentine Partners LLC owned 0.37% of iShares Russell 3000 ETF worth $55,015,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of IWV. Park Avenue Securities LLC boosted its holdings in iShares Russell 3000 ETF by 48.6% during the first quarter. Park Avenue Securities LLC now owns 1,309 shares of the company’s stock valued at $393,000 after acquiring an additional 428 shares during the period. Wealth Enhancement Advisory Services LLC grew its holdings in iShares Russell 3000 ETF by 2.2% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 12,242 shares of the company’s stock valued at $3,674,000 after buying an additional 268 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its holdings in iShares Russell 3000 ETF by 24.5% in the 1st quarter. Fifth Third Wealth Advisors LLC now owns 2,178 shares of the company’s stock valued at $654,000 after buying an additional 428 shares during the last quarter. Atlantic Union Bankshares Corp bought a new position in iShares Russell 3000 ETF in the 1st quarter worth approximately $208,000. Finally, CRA Financial Services LLC acquired a new position in shares of iShares Russell 3000 ETF during the first quarter worth approximately $202,000.

iShares Russell 3000 ETF Trading Up 0.2 %

Shares of iShares Russell 3000 ETF stock opened at $329.74 on Friday. iShares Russell 3000 ETF has a 1 year low of $233.54 and a 1 year high of $334.03. The company’s fifty day simple moving average is $322.31 and its 200-day simple moving average is $309.74. The company has a market cap of $15.10 billion, a price-to-earnings ratio of 24.59 and a beta of 1.03.

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).