AssuredPartners Investment Advisors LLC Lowers Stock Holdings in iShares S&P 500 Growth ETF $IVW

AssuredPartners Investment Advisors LLC trimmed its position in iShares S&P 500 Growth ETF (NYSEARCA:IVWFree Report) by 5.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,728 shares of the company’s stock after selling 207 shares during the quarter. AssuredPartners Investment Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $410,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Sax Wealth Advisors LLC raised its stake in iShares S&P 500 Growth ETF by 142.3% in the second quarter. Sax Wealth Advisors LLC now owns 18,003 shares of the company’s stock valued at $1,982,000 after purchasing an additional 10,572 shares in the last quarter. Embree Financial Group raised its stake in shares of iShares S&P 500 Growth ETF by 101.2% during the second quarter. Embree Financial Group now owns 8,357 shares of the company’s stock worth $920,000 after acquiring an additional 4,204 shares in the last quarter. Semus Wealth Partners LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 4.8% in the first quarter. Semus Wealth Partners LLC now owns 11,283 shares of the company’s stock worth $1,047,000 after purchasing an additional 518 shares during the last quarter. Sharp Financial Services LLC increased its stake in shares of iShares S&P 500 Growth ETF by 11.6% in the second quarter. Sharp Financial Services LLC now owns 228,223 shares of the company’s stock worth $25,127,000 after buying an additional 23,728 shares during the period. Finally, Pallas Capital Advisors LLC increased its stake in shares of iShares S&P 500 Growth ETF by 193.9% in the second quarter. Pallas Capital Advisors LLC now owns 97,659 shares of the company’s stock worth $10,752,000 after buying an additional 64,432 shares during the period.

iShares S&P 500 Growth ETF Stock Up 0.5%

NYSEARCA:IVW opened at $120.40 on Friday. The stock has a market cap of $65.58 billion, a P/E ratio of 33.33 and a beta of 1.05. The firm’s fifty day simple moving average is $118.05 and its 200 day simple moving average is $108.07. iShares S&P 500 Growth ETF has a twelve month low of $79.31 and a twelve month high of $122.66.

About iShares S&P 500 Growth ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Receive News & Ratings for iShares S&P 500 Growth ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Growth ETF and related companies with MarketBeat.com's FREE daily email newsletter.