iShares S&P 500 Growth ETF $IVW Shares Purchased by Diversify Wealth Management LLC

Diversify Wealth Management LLC increased its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 2,779.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 125,127 shares of the company’s stock after acquiring an additional 120,781 shares during the quarter. iShares S&P 500 Growth ETF comprises approximately 0.7% of Diversify Wealth Management LLC’s portfolio, making the stock its 24th largest holding. Diversify Wealth Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $15,625,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the business. First Horizon Corp purchased a new stake in shares of iShares S&P 500 Growth ETF in the third quarter valued at about $4,237,000. Atria Investments Inc lifted its holdings in shares of iShares S&P 500 Growth ETF by 4.6% in the third quarter. Atria Investments Inc now owns 457,419 shares of the company’s stock valued at $55,220,000 after purchasing an additional 19,917 shares in the last quarter. Clark Financial Services Group Inc. BD lifted its holdings in shares of iShares S&P 500 Growth ETF by 38.7% in the third quarter. Clark Financial Services Group Inc. BD now owns 109,021 shares of the company’s stock valued at $13,161,000 after purchasing an additional 30,407 shares in the last quarter. Fortis Capital Advisors LLC raised its position in shares of iShares S&P 500 Growth ETF by 58.9% in the third quarter. Fortis Capital Advisors LLC now owns 18,152 shares of the company’s stock valued at $2,191,000 after buying an additional 6,732 shares during the last quarter. Finally, Great Point Wealth Advisors LLC acquired a new position in shares of iShares S&P 500 Growth ETF in the third quarter valued at approximately $4,409,000.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA:IVW opened at $134.09 on Friday. iShares S&P 500 Growth ETF has a 1-year low of $96.48 and a 1-year high of $135.37. The firm has a 50 day simple moving average of $120.95 and a 200-day simple moving average of $122.08. The firm has a market cap of $72.67 billion, a PE ratio of 33.33 and a beta of 1.17.

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. 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.