iShares S&P 500 Growth ETF $IVW Shares Bought by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC lifted its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 86.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,708 shares of the company’s stock after acquiring an additional 4,499 shares during the quarter. Blue Bell Private Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $1,197,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Decker Retirement Planning Inc. purchased a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter worth approximately $28,000. Turning Point Benefit Group Inc. purchased a new stake in shares of iShares S&P 500 Growth ETF during the 3rd quarter worth approximately $28,000. Darwin Wealth Management LLC purchased a new stake in shares of iShares S&P 500 Growth ETF during the 2nd quarter worth approximately $30,000. Howe & Rusling Inc. boosted its stake in shares of iShares S&P 500 Growth ETF by 484.1% during the 3rd quarter. Howe & Rusling Inc. now owns 257 shares of the company’s stock worth $31,000 after acquiring an additional 213 shares in the last quarter. Finally, Entrust Financial LLC purchased a new stake in shares of iShares S&P 500 Growth ETF during the 4th quarter worth approximately $33,000.

iShares S&P 500 Growth ETF Price Performance

Shares of NYSEARCA:IVW opened at $136.62 on Tuesday. The business’s 50 day simple moving average is $124.97 and its 200-day simple moving average is $123.18. The firm has a market capitalization of $74.04 billion, a price-to-earnings ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 12 month low of $100.76 and a 12 month high of $139.10.

iShares S&P 500 Growth ETF Profile

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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.