Concurrent Investment Advisors LLC trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 306,896 shares of the company’s stock after selling 17,811 shares during the quarter. iShares S&P 500 Growth ETF accounts for 0.8% of Concurrent Investment Advisors LLC’s holdings, making the stock its 22nd biggest position. Concurrent Investment Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $31,159,000 as of its most recent SEC filing.
A number of other large investors have also bought and sold shares of the business. Strategic Financial Concepts LLC grew its stake in shares of iShares S&P 500 Growth ETF by 10,066.9% in the fourth quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock valued at $479,000 after buying an additional 421,703 shares in the last quarter. River Street Advisors LLC grew its stake in shares of iShares S&P 500 Growth ETF by 17.5% in the third quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock valued at $956,000 after buying an additional 1,483 shares in the last quarter. Encompass Wealth Advisors LLC grew its stake in shares of iShares S&P 500 Growth ETF by 2.0% in the fourth quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock valued at $37,319,000 after buying an additional 7,349 shares in the last quarter. Perigon Wealth Management LLC grew its stake in shares of iShares S&P 500 Growth ETF by 3.9% in the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock valued at $10,760,000 after buying an additional 3,942 shares in the last quarter. Finally, Citigroup Inc. grew its stake in shares of iShares S&P 500 Growth ETF by 11.5% in the third quarter. Citigroup Inc. now owns 336,250 shares of the company’s stock valued at $32,196,000 after buying an additional 34,624 shares in the last quarter.
iShares S&P 500 Growth ETF Price Performance
Shares of iShares S&P 500 Growth ETF stock opened at $106.69 on Thursday. The business has a fifty day simple moving average of $104.02 and a two-hundred day simple moving average of $98.67. iShares S&P 500 Growth ETF has a 1 year low of $79.07 and a 1 year high of $107.14. The company has a market capitalization of $59.53 billion, a price-to-earnings ratio of 33.87 and a beta of 1.07.
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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