Interchange Capital Partners LLC Has $3.06 Million Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

by · The Cerbat Gem

Interchange Capital Partners LLC trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 6.2% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 31,920 shares of the company’s stock after selling 2,100 shares during the quarter. iShares S&P 500 Growth ETF accounts for 1.1% of Interchange Capital Partners LLC’s holdings, making the stock its 20th biggest position. Interchange Capital Partners LLC’s holdings in iShares S&P 500 Growth ETF were worth $3,056,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Foster Victor Wealth Advisors LLC acquired a new stake in iShares S&P 500 Growth ETF in the 2nd quarter valued at $226,000. FineMark National Bank & Trust grew its position in iShares S&P 500 Growth ETF by 4.8% during the second quarter. FineMark National Bank & Trust now owns 71,052 shares of the company’s stock worth $6,575,000 after buying an additional 3,279 shares in the last quarter. Choreo LLC grew its stake in iShares S&P 500 Growth ETF by 13.8% during the second quarter. Choreo LLC now owns 506,741 shares of the company’s stock worth $47,239,000 after buying an additional 61,420 shares in the last quarter. Adaptive Financial Consulting LLC increased its stake in iShares S&P 500 Growth ETF by 1.2% in the second quarter. Adaptive Financial Consulting LLC now owns 195,869 shares of the company’s stock valued at $18,126,000 after acquiring an additional 2,383 shares during the last quarter. Finally, MainStreet Investment Advisors LLC increased its stake in shares of iShares S&P 500 Growth ETF by 21.2% in the 2nd quarter. MainStreet Investment Advisors LLC now owns 5,037 shares of the company’s stock valued at $466,000 after purchasing an additional 880 shares during the last quarter.

iShares S&P 500 Growth ETF Trading Up 1.4 %

NYSEARCA IVW traded up $1.31 during trading on Friday, hitting $96.42. 1,068,995 shares of the company’s stock were exchanged, compared to its average volume of 2,916,282. The stock’s 50 day moving average price is $94.66 and its two-hundred day moving average price is $90.91. The company has a market cap of $50.51 billion, a PE ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a fifty-two week low of $68.16 and a fifty-two week high of $98.68.

iShares S&P 500 Growth ETF Company Profile

(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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