EP Wealth Advisors LLC Has $1.44 Million Holdings in iShares Russell 3000 Index (IWV)

EP Wealth Advisors LLC increased its position in iShares Russell 3000 Index (NYSEARCA:IWV) by 4.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 9,091 shares of the company’s stock after acquiring an additional 420 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Russell 3000 Index were worth $1,438,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Financial Advocates Investment Management purchased a new stake in iShares Russell 3000 Index in the 4th quarter worth about $233,000. LPL Financial LLC boosted its stake in iShares Russell 3000 Index by 0.6% in the 4th quarter. LPL Financial LLC now owns 383,144 shares of the company’s stock worth $60,602,000 after purchasing an additional 2,147 shares during the period. Millennium Management LLC bought a new position in iShares Russell 3000 Index in the 4th quarter worth about $1,340,000. Ladenburg Thalmann Financial Services Inc. boosted its stake in iShares Russell 3000 Index by 96.9% in the 4th quarter. Ladenburg Thalmann Financial Services Inc. now owns 104,449 shares of the company’s stock worth $16,520,000 after purchasing an additional 51,402 shares during the period. Finally, OLD Mission Capital LLC bought a new position in iShares Russell 3000 Index in the 4th quarter worth about $1,213,000.

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Shares of NYSEARCA IWV opened at $154.19 on Friday. iShares Russell 3000 Index has a 52 week low of $137.79 and a 52 week high of $169.20.

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About iShares Russell 3000 Index

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).

Institutional Ownership by Quarter for iShares Russell 3000 Index (NYSEARCA:IWV)

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