Chatterton & Associates Inc. Takes Position in iShares S&P 500 Growth ETF $IVW

Chatterton & Associates Inc. bought a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 33,091 shares of the company’s stock, valued at approximately $4,079,000. iShares S&P 500 Growth ETF accounts for 3.5% of Chatterton & Associates Inc.’s investment portfolio, making the stock its 7th biggest holding.

A number of other institutional investors have also recently bought and sold shares of IVW. Envestnet Asset Management Inc. raised its stake in shares of iShares S&P 500 Growth ETF by 0.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 45,556,746 shares of the company’s stock valued at $5,499,610,000 after buying an additional 179,866 shares in the last quarter. UBS Group AG boosted its position in shares of iShares S&P 500 Growth ETF by 0.9% during the 3rd quarter. UBS Group AG now owns 8,911,282 shares of the company’s stock valued at $1,075,770,000 after acquiring an additional 76,602 shares in the last quarter. Ameriprise Financial Inc. boosted its position in shares of iShares S&P 500 Growth ETF by 6.9% during the 2nd quarter. Ameriprise Financial Inc. now owns 8,499,823 shares of the company’s stock valued at $935,874,000 after acquiring an additional 547,663 shares in the last quarter. Raymond James Financial Inc. increased its stake in iShares S&P 500 Growth ETF by 1.2% in the third quarter. Raymond James Financial Inc. now owns 4,309,062 shares of the company’s stock valued at $520,190,000 after acquiring an additional 52,514 shares during the period. Finally, Lido Advisors LLC increased its stake in iShares S&P 500 Growth ETF by 6.5% in the third quarter. Lido Advisors LLC now owns 3,639,449 shares of the company’s stock valued at $439,354,000 after acquiring an additional 221,311 shares during the period.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA:IVW opened at $114.66 on Friday. The firm has a market capitalization of $61.76 billion, a PE ratio of 33.33 and a beta of 1.11. iShares S&P 500 Growth ETF has a 12-month low of $79.31 and a 12-month high of $126.61. The firm has a 50-day moving average price of $118.88 and a 200 day moving average price of $121.18.

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. 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.