AdvicePeriod LLC Takes Position in iShares S&P 500 Growth ETF (IVW)

AdvicePeriod LLC bought a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) during the third quarter, according to its most recent Form 13F filing with the SEC. The firm bought 5,678 shares of the company’s stock, valued at approximately $1,006,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Lincoln National Corp lifted its stake in iShares S&P 500 Growth ETF by 20.2% in the 2nd quarter. Lincoln National Corp now owns 1,739 shares of the company’s stock worth $283,000 after purchasing an additional 292 shares in the last quarter. Murphy Capital Management Inc. raised its position in shares of iShares S&P 500 Growth ETF by 13.3% during the 2nd quarter. Murphy Capital Management Inc. now owns 2,718 shares of the company’s stock valued at $441,000 after buying an additional 319 shares during the period. First National Trust Co raised its position in shares of iShares S&P 500 Growth ETF by 5.7% during the 3rd quarter. First National Trust Co now owns 5,998 shares of the company’s stock valued at $1,063,000 after buying an additional 322 shares during the period. Sunbelt Securities Inc. raised its position in shares of iShares S&P 500 Growth ETF by 1.4% during the 2nd quarter. Sunbelt Securities Inc. now owns 23,126 shares of the company’s stock valued at $3,760,000 after buying an additional 324 shares during the period. Finally, Capital Investment Advisory Services LLC raised its position in shares of iShares S&P 500 Growth ETF by 5.1% during the 3rd quarter. Capital Investment Advisory Services LLC now owns 6,734 shares of the company’s stock valued at $1,193,000 after buying an additional 324 shares during the period.

IVW stock opened at $163.29 on Friday. iShares S&P 500 Growth ETF has a one year low of $146.70 and a one year high of $178.61.

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About iShares S&P 500 Growth ETF

iShares S&P 500 Growth ETF, formerly iShares S&P 500 Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500/Citigroup Growth Index (the Growth Index). The Growth Index measures the performance of the large-capitalization growth sector of the United States equity market.

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Institutional Ownership by Quarter for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

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