Next Level Private LLC Lowers Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Next Level Private LLC cut its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVWFree Report) by 4.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,836 shares of the company’s stock after selling 839 shares during the period. Next Level Private LLC’s holdings in iShares S&P 500 Growth ETF were worth $1,264,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Carret Asset Management LLC increased its position in iShares S&P 500 Growth ETF by 0.4% during the 3rd quarter. Carret Asset Management LLC now owns 39,613 shares of the company’s stock valued at $2,710,000 after buying an additional 150 shares in the last quarter. Nicolet Advisory Services LLC grew its holdings in iShares S&P 500 Growth ETF by 2.0% during the third quarter. Nicolet Advisory Services LLC now owns 7,575 shares of the company’s stock worth $518,000 after acquiring an additional 152 shares during the period. Gallagher Fiduciary Advisors LLC grew its holdings in iShares S&P 500 Growth ETF by 4.5% during the third quarter. Gallagher Fiduciary Advisors LLC now owns 3,526 shares of the company’s stock worth $241,000 after acquiring an additional 153 shares during the period. Carolinas Wealth Consulting LLC grew its holdings in iShares S&P 500 Growth ETF by 0.6% during the second quarter. Carolinas Wealth Consulting LLC now owns 26,143 shares of the company’s stock worth $1,843,000 after acquiring an additional 162 shares during the period. Finally, Lake Street Financial LLC grew its holdings in iShares S&P 500 Growth ETF by 4.6% during the third quarter. Lake Street Financial LLC now owns 3,710 shares of the company’s stock worth $255,000 after acquiring an additional 163 shares during the period.

iShares S&P 500 Growth ETF Trading Down 0.3 %

Shares of IVW stock opened at $84.45 on Thursday. The company has a market capitalization of $41.38 billion, a P/E ratio of 22.15 and a beta of 1.05. The business’s 50 day moving average is $81.37 and its two-hundred day moving average is $74.97. iShares S&P 500 Growth ETF has a 12-month low of $62.22 and a 12-month high of $85.56.

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.

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

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