Schwarz Dygos Wheeler Investment Advisors LLC Acquires New Shares in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Schwarz Dygos Wheeler Investment Advisors LLC acquired a new stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 1,952 shares of the company’s stock, valued at approximately $203,000.

Other large investors have also made changes to their positions in the company. LPL Financial LLC increased its holdings in iShares Core S&P U.S. Growth ETF by 2.7% during the 3rd quarter. LPL Financial LLC now owns 13,846,057 shares of the company’s stock worth $1,313,022,000 after purchasing an additional 364,461 shares in the last quarter. Morgan Stanley increased its holdings in iShares Core S&P U.S. Growth ETF by 14.6% during the 3rd quarter. Morgan Stanley now owns 11,135,043 shares of the company’s stock worth $1,055,936,000 after purchasing an additional 1,419,441 shares in the last quarter. J.P. Morgan Private Wealth Advisors LLC increased its holdings in iShares Core S&P U.S. Growth ETF by 2.5% during the 3rd quarter. J.P. Morgan Private Wealth Advisors LLC now owns 1,777,363 shares of the company’s stock worth $168,547,000 after purchasing an additional 43,958 shares in the last quarter. Commonwealth Equity Services LLC increased its holdings in iShares Core S&P U.S. Growth ETF by 4.1% during the 3rd quarter. Commonwealth Equity Services LLC now owns 1,322,514 shares of the company’s stock worth $125,414,000 after purchasing an additional 51,878 shares in the last quarter. Finally, Facet Wealth Inc. increased its holdings in iShares Core S&P U.S. Growth ETF by 5.9% during the 3rd quarter. Facet Wealth Inc. now owns 828,517 shares of the company’s stock worth $76,522,000 after purchasing an additional 46,451 shares in the last quarter.

iShares Core S&P U.S. Growth ETF Price Performance

IUSG stock traded up $2.06 during trading hours on Friday, reaching $114.38. 327,530 shares of the stock were exchanged, compared to its average volume of 523,135. The firm’s 50-day moving average is $115.07 and its 200-day moving average is $106.65. The company has a market cap of $16.66 billion, a price-to-earnings ratio of 26.66 and a beta of 1.06. iShares Core S&P U.S. Growth ETF has a 12 month low of $87.70 and a 12 month high of $118.45.

iShares Core S&P U.S. Growth ETF Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were paid a dividend of $0.1667 per share. The ex-dividend date was Thursday, March 21st. This represents a $0.67 dividend on an annualized basis and a dividend yield of 0.58%.

iShares Core S&P U.S. Growth ETF Profile

The iShares Core S&P U.S. Growth ETF (IUSG) is an exchange-traded fund that is based on the S&P 900 Growth index. The fund tracks an index of US large- and mid-cap growth stocks. The index selects from stocks ranked 1-3000 by market cap based on fundamental growth factors. IUSG was launched on Jul 24, 2000 and is managed by BlackRock.