Provenance Wealth Advisors LLC Has $29.43 Million Stake in iShares Russell 3000 ETF $IWV

Provenance Wealth Advisors LLC trimmed its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 4.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 79,401 shares of the company’s stock after selling 3,292 shares during the quarter. iShares Russell 3000 ETF accounts for approximately 3.1% of Provenance Wealth Advisors LLC’s holdings, making the stock its 10th biggest holding. Provenance Wealth Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $29,432,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. McGlone Suttner Wealth Management Inc. bought a new position in iShares Russell 3000 ETF in the 4th quarter worth about $2,001,000. Annex Advisory Services LLC bought a new stake in shares of iShares Russell 3000 ETF during the fourth quarter valued at approximately $780,000. Tudor Investment Corp ET AL raised its holdings in shares of iShares Russell 3000 ETF by 340.3% during the third quarter. Tudor Investment Corp ET AL now owns 2,646 shares of the company’s stock valued at $1,003,000 after buying an additional 2,045 shares during the last quarter. Apella Capital LLC boosted its position in shares of iShares Russell 3000 ETF by 328.6% during the fourth quarter. Apella Capital LLC now owns 26,542 shares of the company’s stock worth $10,268,000 after buying an additional 20,350 shares during the period. Finally, Nations Financial Group Inc. IA ADV grew its holdings in iShares Russell 3000 ETF by 2.0% in the 4th quarter. Nations Financial Group Inc. IA ADV now owns 67,262 shares of the company’s stock worth $26,021,000 after buying an additional 1,313 shares in the last quarter.

iShares Russell 3000 ETF Price Performance

IWV opened at $418.18 on Thursday. iShares Russell 3000 ETF has a 12 month low of $344.25 and a 12 month high of $431.32. The stock has a market cap of $19.36 billion, a P/E ratio of 25.11 and a beta of 1.01. The stock’s 50 day moving average price is $416.81 and its 200 day moving average price is $397.26.

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). 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.