Exencial Wealth Advisors LLC Acquires 1,007 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Exencial Wealth Advisors LLC grew its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 1.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 77,744 shares of the company’s stock after buying an additional 1,007 shares during the period. Exencial Wealth Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $7,893,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the business. Strategic Financial Concepts LLC increased its stake in 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 acquiring an additional 421,703 shares during the last quarter. Advyzon Investment Management LLC purchased a new position in shares of iShares S&P 500 Growth ETF in the 4th quarter worth approximately $420,000. River Street Advisors LLC increased its position in shares of iShares S&P 500 Growth ETF by 17.5% during the 3rd quarter. River Street Advisors LLC now owns 9,981 shares of the company’s stock valued at $956,000 after purchasing an additional 1,483 shares during the last quarter. Encompass Wealth Advisors LLC raised its holdings in iShares S&P 500 Growth ETF by 2.0% during the 4th quarter. Encompass Wealth Advisors LLC now owns 367,564 shares of the company’s stock valued at $37,319,000 after buying an additional 7,349 shares during the period. Finally, Perigon Wealth Management LLC lifted its position in iShares S&P 500 Growth ETF by 3.9% in 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 Stock Down 2.5 %

IVW stock opened at $98.60 on Tuesday. The firm’s fifty day simple moving average is $103.73 and its two-hundred day simple moving average is $99.51. The stock has a market capitalization of $55.02 billion, a price-to-earnings ratio of 33.87 and a beta of 1.07. iShares S&P 500 Growth ETF has a twelve month low of $79.07 and a twelve month high of $107.14.

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.