BT Wealth Management LLC Has $447,000 Holdings in iShares Russell 3000 ETF (IWV)

BT Wealth Management LLC cut its position in iShares Russell 3000 ETF (NYSEARCA:IWV) by 75.5% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,679 shares of the company’s stock after selling 8,259 shares during the period. BT Wealth Management LLC’s holdings in iShares Russell 3000 ETF were worth $447,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IWV. Chemical Bank grew its position in iShares Russell 3000 ETF by 3.9% in the fourth quarter. Chemical Bank now owns 2,244 shares of the company’s stock valued at $330,000 after purchasing an additional 85 shares in the last quarter. NEXT Financial Group Inc grew its holdings in shares of iShares Russell 3000 ETF by 9.3% during the 4th quarter. NEXT Financial Group Inc now owns 1,202 shares of the company’s stock valued at $177,000 after purchasing an additional 102 shares during the last quarter. Athena Capital Advisors LLC grew its holdings in shares of iShares Russell 3000 ETF by 0.4% during the 4th quarter. Athena Capital Advisors LLC now owns 34,366 shares of the company’s stock valued at $5,049,000 after purchasing an additional 121 shares during the last quarter. Carroll Financial Associates Inc. grew its holdings in shares of iShares Russell 3000 ETF by 160.4% during the 4th quarter. Carroll Financial Associates Inc. now owns 237 shares of the company’s stock valued at $35,000 after purchasing an additional 146 shares during the last quarter. Finally, Cahill Financial Advisors Inc. grew its holdings in shares of iShares Russell 3000 ETF by 1.3% during the 4th quarter. Cahill Financial Advisors Inc. now owns 14,432 shares of the company’s stock valued at $2,121,000 after purchasing an additional 183 shares during the last quarter.

Shares of iShares Russell 3000 ETF stock traded down $0.16 during midday trading on Monday, hitting $171.13. 134,416 shares of the company traded hands, compared to its average volume of 483,975. iShares Russell 3000 ETF has a 12 month low of $137.45 and a 12 month high of $174.73.

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 26th. Investors of record on Thursday, March 21st were issued a dividend of $0.6129 per share. This represents a $2.45 annualized dividend and a dividend yield of 1.43%. The ex-dividend date of this dividend was Wednesday, March 20th.

COPYRIGHT VIOLATION WARNING: This article was first published by Baseball Daily News and is the sole property of of Baseball Daily News. If you are reading this article on another site, it was stolen and reposted in violation of U.S. and international trademark and copyright legislation. The legal version of this article can be viewed at https://www.baseballdailydigest.com/news/2019/04/15/bt-wealth-management-llc-has-447000-holdings-in-ishares-russell-3000-etf-iwv.html.

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).

Further Reading: How is the LIBOR rate calculated?

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

Receive News & Ratings for iShares Russell 3000 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 3000 ETF and related companies with MarketBeat.com's FREE daily email newsletter.