Capital Planning Advisors LLC Sells 450 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Capital Planning Advisors LLC lessened its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 9,507 shares of the company’s stock after selling 450 shares during the period. Capital Planning Advisors LLC’s holdings in iShares S&P 500 Growth ETF were worth $965,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in IVW. Dakota Wealth Management boosted its holdings in iShares S&P 500 Growth ETF by 1.2% in the fourth quarter. Dakota Wealth Management now owns 7,935 shares of the company’s stock worth $806,000 after purchasing an additional 97 shares during the last quarter. Boston Family Office LLC increased its position in shares of iShares S&P 500 Growth ETF by 0.4% during the 3rd quarter. Boston Family Office LLC now owns 26,064 shares of the company’s stock valued at $2,496,000 after purchasing an additional 105 shares during the last quarter. Inspire Advisors LLC lifted its stake in shares of iShares S&P 500 Growth ETF by 4.4% in the 3rd quarter. Inspire Advisors LLC now owns 2,602 shares of the company’s stock worth $249,000 after purchasing an additional 109 shares during the period. Sanibel Captiva Trust Company Inc. boosted its holdings in shares of iShares S&P 500 Growth ETF by 1.6% in the fourth quarter. Sanibel Captiva Trust Company Inc. now owns 7,005 shares of the company’s stock worth $711,000 after buying an additional 109 shares during the last quarter. Finally, City Holding Co. grew its position in iShares S&P 500 Growth ETF by 1.3% during the fourth quarter. City Holding Co. now owns 8,653 shares of the company’s stock valued at $878,000 after buying an additional 109 shares during the period.

iShares S&P 500 Growth ETF Trading Up 1.2 %

IVW opened at $106.14 on Thursday. The firm’s 50 day simple moving average is $102.39 and its two-hundred day simple moving average is $96.91. The company has a market capitalization of $55.61 billion, a PE ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 1-year low of $77.20 and a 1-year high of $106.50.

About iShares S&P 500 Growth ETF

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.