Oak Wealth Advisors LLC Sells 414 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Oak Wealth Advisors LLC lessened its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 7.4% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,176 shares of the company’s stock after selling 414 shares during the period. Oak Wealth Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $480,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of IVW. Mountain Hill Investment Partners Corp. bought a new position in iShares S&P 500 Growth ETF during the 4th quarter worth about $28,000. Copia Wealth Management bought a new stake in shares of iShares S&P 500 Growth ETF in the 4th quarter valued at about $30,000. Whipplewood Advisors LLC purchased a new stake in shares of iShares S&P 500 Growth ETF in the 1st quarter worth approximately $32,000. BankPlus Trust Department bought a new position in shares of iShares S&P 500 Growth ETF during the fourth quarter valued at approximately $36,000. Finally, Bellevue Asset Management LLC bought a new position in shares of iShares S&P 500 Growth ETF during the fourth quarter valued at approximately $42,000.

iShares S&P 500 Growth ETF Stock Up 0.3%

Shares of IVW stock opened at $107.83 on Thursday. The firm has a market cap of $58.38 billion, a price-to-earnings ratio of 29.66 and a beta of 1.12. iShares S&P 500 Growth ETF has a 52-week low of $79.31 and a 52-week high of $108.24. The company’s 50 day moving average is $100.67 and its 200 day moving average is $100.03.

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.