A&I Financial Services LLC Makes New $217,000 Investment in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

A&I Financial Services LLC acquired a new position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,137 shares of the company’s stock, valued at approximately $217,000.

Several other hedge funds have also recently bought and sold shares of the stock. Strategic Financial Concepts LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 10,066.9% during the fourth quarter. Strategic Financial Concepts LLC now owns 425,892 shares of the company’s stock worth $479,000 after purchasing an additional 421,703 shares during the last quarter. Advyzon Investment Management LLC bought a new position in iShares S&P 500 Growth ETF during the fourth quarter worth about $420,000. River Street Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 17.5% during the third quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock worth $956,000 after buying an additional 1,483 shares during the last quarter. Encompass Wealth Advisors LLC boosted its holdings in iShares S&P 500 Growth ETF by 2.0% during the fourth quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock worth $37,319,000 after buying an additional 7,349 shares during the last quarter. Finally, Perigon Wealth Management LLC boosted its holdings in iShares S&P 500 Growth ETF by 3.9% during the fourth quarter. Perigon Wealth Management LLC now owns 104,980 shares of the company’s stock worth $10,760,000 after buying an additional 3,942 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Down 2.6 %

Shares of IVW opened at $99.34 on Friday. iShares S&P 500 Growth ETF has a 1 year low of $79.07 and a 1 year high of $107.14. The stock has a market cap of $55.43 billion, a P/E ratio of 33.87 and a beta of 1.07. The stock’s 50-day moving average price is $103.86 and its two-hundred day moving average price is $99.26.

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.