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Avantax Advisory Services Inc. Has $425,000 Position in IShares Russell 3000 ETF (NYSEARCA:IWV)

Defense World ·  Jan 25, 2023 06:41

Avantax Advisory Services Inc. reduced its stake in iShares Russell 3000 ETF (NYSEARCA:IWV – Get Rating) by 22.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,051 shares of the company's stock after selling 610 shares during the period. Avantax Advisory Services Inc.'s holdings in iShares Russell 3000 ETF were worth $425,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Kestra Advisory Services LLC boosted its position in shares of iShares Russell 3000 ETF by 4.7% in the third quarter. Kestra Advisory Services LLC now owns 24,552 shares of the company's stock valued at $5,083,000 after acquiring an additional 1,098 shares during the period. James J. Burns & Company LLC bought a new stake in shares of iShares Russell 3000 ETF in the third quarter valued at about $269,000. Harbor Investment Advisory LLC boosted its position in shares of iShares Russell 3000 ETF by 2.3% in the third quarter. Harbor Investment Advisory LLC now owns 2,006 shares of the company's stock valued at $415,000 after acquiring an additional 45 shares during the period. Beaumont Asset Management L.L.C. lifted its position in iShares Russell 3000 ETF by 19.4% during the third quarter. Beaumont Asset Management L.L.C. now owns 3,631 shares of the company's stock worth $751,000 after purchasing an additional 590 shares during the period. Finally, Smith Salley & Associates lifted its position in iShares Russell 3000 ETF by 3.5% during the third quarter. Smith Salley & Associates now owns 4,234 shares of the company's stock worth $877,000 after purchasing an additional 144 shares during the period.

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iShares Russell 3000 ETF Stock Down 0.2 %

IWV opened at $231.76 on Wednesday. iShares Russell 3000 ETF has a twelve month low of $201.82 and a twelve month high of $268.70. The company has a 50-day simple moving average of $226.59 and a 200 day simple moving average of $226.32.

iShares Russell 3000 ETF Profile

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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).

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