iShares Russell 3000 ETF (IWV) Shares Sold by Athena Capital Advisors LLC

Athena Capital Advisors LLC cut its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV) by 5.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,245 shares of the company’s stock after selling 1,969 shares during the quarter. iShares Russell 3000 ETF makes up about 1.7% of Athena Capital Advisors LLC’s portfolio, making the stock its 12th largest position. Athena Capital Advisors LLC owned approximately 0.07% of iShares Russell 3000 ETF worth $5,900,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Flagship Harbor Advisors LLC acquired a new position in iShares Russell 3000 ETF during the second quarter worth $106,000. Benjamin F. Edwards & Company Inc. raised its holdings in iShares Russell 3000 ETF by 46.0% during the second quarter. Benjamin F. Edwards & Company Inc. now owns 1,117 shares of the company’s stock worth $181,000 after buying an additional 352 shares during the last quarter. NEXT Financial Group Inc acquired a new position in iShares Russell 3000 ETF during the third quarter worth $190,000. Kiley Juergens Wealth Management LLC acquired a new position in iShares Russell 3000 ETF during the second quarter worth $191,000. Finally, WESPAC Advisors LLC acquired a new position in iShares Russell 3000 ETF during the second quarter worth $201,000.

IWV opened at $160.70 on Monday. iShares Russell 3000 ETF has a 1-year low of $149.68 and a 1-year high of $174.73.

iShares Russell 3000 ETF Company 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).

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

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