Ballast Advisors LLC Has $47,000 Holdings in iShares Russell 3000 ETF (NYSEARCA:IWV)

Ballast Advisors LLC trimmed its holdings in iShares Russell 3000 ETF (NYSEARCA:IWV) by 26.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 141 shares of the company’s stock after selling 50 shares during the period. Ballast Advisors LLC’s holdings in iShares Russell 3000 ETF were worth $47,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of IWV. Bank of Jackson Hole Trust bought a new position in shares of iShares Russell 3000 ETF during the 4th quarter valued at about $25,000. Truvestments Capital LLC acquired a new stake in iShares Russell 3000 ETF during the 3rd quarter worth approximately $33,000. Principal Securities Inc. lifted its stake in iShares Russell 3000 ETF by 237.5% in the fourth quarter. Principal Securities Inc. now owns 108 shares of the company’s stock valued at $36,000 after buying an additional 76 shares in the last quarter. Avior Wealth Management LLC boosted its holdings in shares of iShares Russell 3000 ETF by 126.8% in the fourth quarter. Avior Wealth Management LLC now owns 127 shares of the company’s stock valued at $43,000 after buying an additional 71 shares during the period. Finally, Sunbelt Securities Inc. increased its position in shares of iShares Russell 3000 ETF by 36.0% during the third quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock worth $44,000 after acquiring an additional 36 shares in the last quarter.

iShares Russell 3000 ETF Trading Down 0.2 %

IWV opened at $321.08 on Friday. The stock has a market capitalization of $14.64 billion, a P/E ratio of 24.60 and a beta of 1.04. iShares Russell 3000 ETF has a 12 month low of $282.38 and a 12 month high of $350.23. The firm’s fifty day simple moving average is $337.33 and its 200 day simple moving average is $334.48.

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).