MPS Loria Financial Planners LLC Has $4.35 Million Stock Position in iShares Russell 3000 ETF $IWV

MPS Loria Financial Planners LLC lessened its position in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 11.4% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,402 shares of the company’s stock after selling 1,602 shares during the period. iShares Russell 3000 ETF makes up approximately 1.3% of MPS Loria Financial Planners LLC’s investment portfolio, making the stock its 7th largest position. MPS Loria Financial Planners LLC’s holdings in iShares Russell 3000 ETF were worth $4,353,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in IWV. Goldman Sachs Group Inc. boosted its holdings in shares of iShares Russell 3000 ETF by 46.1% during the first quarter. Goldman Sachs Group Inc. now owns 918,200 shares of the company’s stock worth $291,657,000 after acquiring an additional 289,579 shares during the period. SCS Capital Management LLC boosted its holdings in shares of iShares Russell 3000 ETF by 9.0% during the first quarter. SCS Capital Management LLC now owns 1,902,762 shares of the company’s stock worth $604,393,000 after acquiring an additional 157,444 shares during the period. Concurrent Investment Advisors LLC boosted its holdings in shares of iShares Russell 3000 ETF by 6,079.4% during the second quarter. Concurrent Investment Advisors LLC now owns 62,968 shares of the company’s stock worth $22,102,000 after acquiring an additional 61,949 shares during the period. Wealthspire Advisors LLC boosted its stake in shares of iShares Russell 3000 ETF by 99.4% in the first quarter. Wealthspire Advisors LLC now owns 95,534 shares of the company’s stock valued at $30,345,000 after buying an additional 47,626 shares during the period. Finally, Bricktown Capital LLC boosted its stake in shares of iShares Russell 3000 ETF by 24.7% in the second quarter. Bricktown Capital LLC now owns 178,520 shares of the company’s stock valued at $62,661,000 after buying an additional 35,400 shares during the period.

iShares Russell 3000 ETF Trading Up 0.4%

Shares of IWV stock opened at $377.62 on Friday. The stock has a market cap of $17.05 billion, a P/E ratio of 25.11 and a beta of 1.02. The stock has a 50 day simple moving average of $372.59 and a 200 day simple moving average of $347.32. iShares Russell 3000 ETF has a 1 year low of $273.60 and a 1 year high of $383.30.

About iShares Russell 3000 ETF

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).