iShares S&P 500 Growth ETF (NYSEARCA:IVW) is Halpern Financial Inc.’s 6th Largest Position

Halpern Financial Inc. trimmed its position in iShares S&P 500 Growth ETF (NYSEARCA:IVWFree Report) by 2.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 250,404 shares of the company’s stock after selling 5,590 shares during the quarter. iShares S&P 500 Growth ETF comprises approximately 6.1% of Halpern Financial Inc.’s holdings, making the stock its 6th biggest position. Halpern Financial Inc.’s holdings in iShares S&P 500 Growth ETF were worth $21,112,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IVW. Welch Group LLC lifted its position in iShares S&P 500 Growth ETF by 6.9% in the first quarter. Welch Group LLC now owns 4,318 shares of the company’s stock worth $365,000 after buying an additional 277 shares during the last quarter. Destiny Wealth Partners LLC purchased a new position in shares of iShares S&P 500 Growth ETF during the first quarter valued at $254,000. Tompkins Financial Corp boosted its position in iShares S&P 500 Growth ETF by 48.9% during the first quarter. Tompkins Financial Corp now owns 9,217 shares of the company’s stock valued at $778,000 after purchasing an additional 3,025 shares in the last quarter. CWM LLC boosted its position in iShares S&P 500 Growth ETF by 57.0% during the first quarter. CWM LLC now owns 4,419,212 shares of the company’s stock valued at $373,158,000 after purchasing an additional 1,604,659 shares in the last quarter. Finally, Dentgroup LLC boosted its position in iShares S&P 500 Growth ETF by 43.0% during the first quarter. Dentgroup LLC now owns 28,292 shares of the company’s stock valued at $2,389,000 after purchasing an additional 8,512 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW traded down $0.55 during trading on Thursday, hitting $92.76. The company’s stock had a trading volume of 1,557,559 shares, compared to its average volume of 3,423,966. The company has a market cap of $48.60 billion, a PE ratio of 28.52 and a beta of 1.14. The business’s 50 day simple moving average is $85.85 and its 200-day simple moving average is $81.58. iShares S&P 500 Growth ETF has a fifty-two week low of $65.53 and a fifty-two week high of $93.81.

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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