Waldron Private Wealth LLC Reduces Stock Position in iShares Russell 3000 ETF $IWV

Waldron Private Wealth LLC cut its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 5.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 87,925 shares of the company’s stock after selling 4,652 shares during the period. iShares Russell 3000 ETF comprises approximately 1.4% of Waldron Private Wealth LLC’s holdings, making the stock its 13th largest position. Waldron Private Wealth LLC owned approximately 0.20% of iShares Russell 3000 ETF worth $33,319,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in IWV. Gallagher Fiduciary Advisors LLC grew its stake in shares of iShares Russell 3000 ETF by 31,808.4% during the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 988,203 shares of the company’s stock valued at $346,859,000 after acquiring an additional 985,106 shares during the period. Ameriprise Financial Inc. raised its position in shares of iShares Russell 3000 ETF by 16.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 450,539 shares of the company’s stock valued at $158,217,000 after purchasing an additional 61,982 shares during the period. Concurrent Investment Advisors LLC lifted its stake in shares of iShares Russell 3000 ETF by 6,079.4% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 62,968 shares of the company’s stock valued at $22,102,000 after buying an additional 61,949 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in iShares Russell 3000 ETF by 35,000.0% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 57,915 shares of the company’s stock worth $20,328,000 after buying an additional 57,750 shares during the period. Finally, Bank of New York Mellon Corp raised its holdings in iShares Russell 3000 ETF by 13.9% during the second quarter. Bank of New York Mellon Corp now owns 363,288 shares of the company’s stock valued at $127,514,000 after acquiring an additional 44,221 shares during the period.

iShares Russell 3000 ETF Trading Down 1.6%

NYSEARCA:IWV opened at $387.56 on Wednesday. iShares Russell 3000 ETF has a 12-month low of $273.60 and a 12-month high of $396.11. The stock has a 50-day moving average price of $387.21 and a 200 day moving average price of $376.56. The stock has a market capitalization of $18.27 billion, a P/E ratio of 25.11 and a beta of 1.02.

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). It serves as the underlying index for Russell 3000 Growth and Value series and the Russell 1000 and Russell 2000 Indexes, as well as their respective Growth and Value series. The Fund invests in sectors, such as technology, financial services, consumer discretionary, healthcare, producer durables, energy, consumer staples, utilities, materials & processing and S-T Securities.