Bernardo Wealth Planning LLC Makes New Investment in iShares Russell 3000 ETF (NYSEARCA:IWV)

Bernardo Wealth Planning LLC purchased a new stake in iShares Russell 3000 ETF (NYSEARCA:IWV) in the third quarter, Holdings Channel reports. The firm purchased 3,411 shares of the company’s stock, valued at approximately $1,133,000.

Several other institutional investors and hedge funds have also made changes to their positions in IWV. Embree Financial Group boosted its holdings in iShares Russell 3000 ETF by 0.3% in the third quarter. Embree Financial Group now owns 73,443 shares of the company’s stock worth $23,996,000 after purchasing an additional 246 shares during the period. Raymond James & Associates lifted its position in shares of iShares Russell 3000 ETF by 10.7% in the 3rd quarter. Raymond James & Associates now owns 27,363 shares of the company’s stock worth $8,940,000 after buying an additional 2,640 shares during the last quarter. Blue Trust Inc. boosted its holdings in shares of iShares Russell 3000 ETF by 384.0% in the 3rd quarter. Blue Trust Inc. now owns 121 shares of the company’s stock valued at $37,000 after buying an additional 96 shares during the period. Stratos Wealth Advisors LLC grew its position in shares of iShares Russell 3000 ETF by 1.9% during the 3rd quarter. Stratos Wealth Advisors LLC now owns 6,593 shares of the company’s stock valued at $2,154,000 after buying an additional 121 shares during the last quarter. Finally, Well Done LLC raised its stake in iShares Russell 3000 ETF by 14.6% during the third quarter. Well Done LLC now owns 3,188 shares of the company’s stock worth $1,042,000 after acquiring an additional 406 shares during the period.

iShares Russell 3000 ETF Stock Up 0.4 %

Shares of NYSEARCA IWV opened at $333.43 on Friday. The stock has a market capitalization of $15.27 billion, a P/E ratio of 24.59 and a beta of 1.03. The firm’s 50-day moving average price is $320.86 and its two-hundred day moving average price is $309.00. iShares Russell 3000 ETF has a 52-week low of $233.54 and a 52-week high of $334.03.

iShares Russell 3000 ETF 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).