Concurrent Investment Advisors LLC Has $41.16 Million Holdings in iShares S&P 500 Growth ETF $IVW

Concurrent Investment Advisors LLC raised its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVWFree Report) by 6.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 299,260 shares of the company’s stock after purchasing an additional 19,278 shares during the period. Concurrent Investment Advisors LLC owned approximately 0.05% of iShares S&P 500 Growth ETF worth $41,157,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Bank of America Corp DE lifted its stake in shares of iShares S&P 500 Growth ETF by 6.6% in the first quarter. Bank of America Corp DE now owns 19,779,268 shares of the company’s stock valued at $2,237,233,000 after buying an additional 1,229,382 shares during the period. Calamos Advisors LLC raised its holdings in iShares S&P 500 Growth ETF by 2,637.2% in the 1st quarter. Calamos Advisors LLC now owns 1,168,503 shares of the company’s stock valued at $132,169,000 after acquiring an additional 1,125,813 shares in the last quarter. Focus Partners Wealth raised its holdings in iShares S&P 500 Growth ETF by 81.0% in the 4th quarter. Focus Partners Wealth now owns 1,920,546 shares of the company’s stock valued at $236,725,000 after acquiring an additional 859,584 shares in the last quarter. Fifth Third Bancorp lifted its position in shares of iShares S&P 500 Growth ETF by 131.3% in the 1st quarter. Fifth Third Bancorp now owns 1,497,810 shares of the company’s stock worth $169,417,000 after acquiring an additional 850,349 shares during the period. Finally, Valpey Financial Services LLC lifted its position in shares of iShares S&P 500 Growth ETF by 11,889.3% in the 4th quarter. Valpey Financial Services LLC now owns 712,286 shares of the company’s stock worth $87,796,000 after acquiring an additional 706,345 shares during the period.

iShares S&P 500 Growth ETF Trading Up 1.3%

Shares of NYSEARCA:IVW opened at $140.74 on Friday. The firm has a market capitalization of $76.84 billion, a PE ratio of 33.33 and a beta of 1.17. iShares S&P 500 Growth ETF has a 1-year low of $108.13 and a 1-year high of $143.26. The business’s 50 day moving average is $137.64 and its 200-day moving average is $130.68.

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. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.

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

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