iShares S&P 500 Growth ETF $IVW Shares Purchased by Lido Advisors LLC

Lido Advisors LLC grew its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 6.5% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,639,449 shares of the company’s stock after purchasing an additional 221,311 shares during the quarter. iShares S&P 500 Growth ETF comprises about 1.4% of Lido Advisors LLC’s portfolio, making the stock its 9th biggest holding. Lido Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $439,354,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in IVW. Embree Financial Group grew its position in shares of iShares S&P 500 Growth ETF by 358.1% in the 3rd quarter. Embree Financial Group now owns 38,283 shares of the company’s stock valued at $4,621,000 after acquiring an additional 29,926 shares during the period. First Horizon Corp bought a new stake in shares of iShares S&P 500 Growth ETF in the 3rd quarter valued at about $4,237,000. Atria Investments Inc raised its holdings in shares of iShares S&P 500 Growth ETF by 4.6% in the 3rd 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 during the period. Clark Financial Services Group Inc. BD lifted its stake in iShares S&P 500 Growth ETF by 38.7% in the 3rd 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 during the last quarter. Finally, Fortis Capital Advisors LLC lifted its stake in iShares S&P 500 Growth ETF by 58.9% in the 3rd quarter. Fortis Capital Advisors LLC now owns 18,152 shares of the company’s stock valued at $2,191,000 after purchasing an additional 6,732 shares during the last quarter.

iShares S&P 500 Growth ETF Stock Performance

iShares S&P 500 Growth ETF stock opened at $116.72 on Monday. The stock has a 50-day simple moving average of $121.67 and a 200 day simple moving average of $121.47. The stock has a market capitalization of $62.66 billion, a P/E ratio of 33.33 and a beta of 1.11. iShares S&P 500 Growth ETF has a 52 week low of $79.31 and a 52 week high of $126.61.

iShares S&P 500 Growth ETF Company 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.