Bradley & Co. Private Wealth Management LLC Invests $520,000 in iShares Russell 3000 ETF (NYSEARCA:IWV)

Bradley & Co. Private Wealth Management LLC acquired a new position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 1,557 shares of the company’s stock, valued at approximately $520,000. iShares Russell 3000 ETF comprises about 0.3% of Bradley & Co. Private Wealth Management LLC’s holdings, making the stock its 23rd biggest position.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Bank of Jackson Hole Trust acquired a new position in iShares Russell 3000 ETF during the fourth quarter worth $25,000. Truvestments Capital LLC purchased a new stake in shares of iShares Russell 3000 ETF during the 3rd quarter worth $33,000. Principal Securities Inc. boosted its position in shares of iShares Russell 3000 ETF by 237.5% during the 4th quarter. Principal Securities Inc. now owns 108 shares of the company’s stock worth $36,000 after purchasing an additional 76 shares in the last quarter. Blue Trust Inc. grew its stake in shares of iShares Russell 3000 ETF by 384.0% during the 3rd quarter. Blue Trust Inc. now owns 121 shares of the company’s stock worth $37,000 after purchasing an additional 96 shares during the period. Finally, Avior Wealth Management LLC increased its holdings in shares of iShares Russell 3000 ETF by 126.8% in the 4th quarter. Avior Wealth Management LLC now owns 127 shares of the company’s stock valued at $43,000 after purchasing an additional 71 shares in the last quarter.

iShares Russell 3000 ETF Stock Down 0.5 %

Shares of NYSEARCA IWV opened at $338.12 on Wednesday. The firm has a 50-day moving average price of $341.66 and a 200 day moving average price of $333.68. iShares Russell 3000 ETF has a 52 week low of $282.38 and a 52 week high of $350.23. The stock has a market capitalization of $15.45 billion, a price-to-earnings ratio of 26.45 and a beta of 1.04.

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).