Captrust Financial Advisors lessened its holdings in iShares Russell 3000 Index (NYSEARCA:IWV) by 5.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 104,825 shares of the company’s stock after selling 5,680 shares during the period. iShares Russell 3000 Index accounts for 1.0% of Captrust Financial Advisors’ investment portfolio, making the stock its 15th largest holding. Captrust Financial Advisors’ holdings in iShares Russell 3000 Index were worth $16,580,000 at the end of the most recent reporting period.
Other large investors have also made changes to their positions in the company. Budros Ruhlin & Roe Inc. bought a new position in iShares Russell 3000 Index in the 4th quarter valued at $206,000. Haverford Trust Co. bought a new position in iShares Russell 3000 Index in the 4th quarter valued at $206,000. Pinnacle Wealth Planning Services Inc. bought a new position in iShares Russell 3000 Index in the 4th quarter valued at $251,000. Hamilton Capital Management Inc. bought a new position in iShares Russell 3000 Index in the 4th quarter valued at $251,000. Finally, USA Financial Portformulas Corp bought a new position in iShares Russell 3000 Index in the 4th quarter valued at $252,000.
iShares Russell 3000 Index (IWV) opened at $165.04 on Monday. The stock has a market capitalization of $8,410.00 and a price-to-earnings ratio of 12.78. iShares Russell 3000 Index has a 12 month low of $137.10 and a 12 month high of $169.20.
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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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