iShares S&P 500 Growth ETF (IVW) Shares Bought by BKD Wealth Advisors LLC

BKD Wealth Advisors LLC increased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 50.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 66,719 shares of the company’s stock after acquiring an additional 22,494 shares during the period. iShares S&P 500 Growth ETF comprises about 1.0% of BKD Wealth Advisors LLC’s holdings, making the stock its 12th largest holding. BKD Wealth Advisors LLC owned approximately 0.05% of iShares S&P 500 Growth ETF worth $11,821,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Northern Trust Corp increased its position in iShares S&P 500 Growth ETF by 30.2% in the 1st quarter. Northern Trust Corp now owns 57,592 shares of the company’s stock worth $8,931,000 after purchasing an additional 13,375 shares during the last quarter. Icon Wealth Partners LLC increased its position in iShares S&P 500 Growth ETF by 12.9% in the 1st quarter. Icon Wealth Partners LLC now owns 3,482 shares of the company’s stock worth $540,000 after purchasing an additional 399 shares during the last quarter. Green Square Capital LLC increased its position in iShares S&P 500 Growth ETF by 2.0% in the 1st quarter. Green Square Capital LLC now owns 45,849 shares of the company’s stock worth $7,110,000 after purchasing an additional 890 shares during the last quarter. Barometer Capital Management Inc. acquired a new position in iShares S&P 500 Growth ETF in the 1st quarter worth about $3,985,000. Finally, The Manufacturers Life Insurance Company increased its position in iShares S&P 500 Growth ETF by 18.1% in the 1st quarter. The Manufacturers Life Insurance Company now owns 118,208 shares of the company’s stock worth $18,330,000 after purchasing an additional 18,076 shares during the last quarter.

IVW stock traded up $0.19 during mid-day trading on Tuesday, hitting $172.99. The stock had a trading volume of 22,761 shares, compared to its average volume of 753,927. iShares S&P 500 Growth ETF has a 1-year low of $145.04 and a 1-year high of $178.61.

The company also recently announced a quarterly dividend, which was paid on Tuesday, October 2nd. Shareholders of record on Thursday, September 27th were given a $0.4715 dividend. This represents a $1.89 annualized dividend and a yield of 1.09%. The ex-dividend date was Wednesday, September 26th.

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.

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

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