Ishares Trust S & P500/Bar (IVW) Shares Bought by Massey Quick Simon & CO. LLC

Massey Quick Simon & CO. LLC lifted its holdings in shares of Ishares Trust S & P500/Bar (NYSEARCA:IVW) by 14.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 19,473 shares of the company’s stock after buying an additional 2,411 shares during the period. Ishares Trust S & P500/Bar makes up approximately 1.3% of Massey Quick Simon & CO. LLC’s holdings, making the stock its 16th largest position. Massey Quick Simon & CO. LLC’s holdings in Ishares Trust S & P500/Bar were worth $3,020,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Pin Oak Investment Advisors Inc. purchased a new position in Ishares Trust S & P500/Bar during the fourth quarter worth about $102,000. We Are One Seven LLC purchased a new position in Ishares Trust S & P500/Bar during the fourth quarter worth about $115,000. WealthShield LLC purchased a new position in Ishares Trust S & P500/Bar during the fourth quarter worth about $146,000. Sawyer & Company Inc purchased a new position in Ishares Trust S & P500/Bar during the fourth quarter worth about $168,000. Finally, Pinnacle Wealth Planning Services Inc. purchased a new position in Ishares Trust S & P500/Bar during the fourth quarter worth about $170,000.

NYSEARCA IVW opened at $161.17 on Friday. Ishares Trust S & P500/Bar has a 52-week low of $161.02 and a 52-week high of $161.53.

Ishares Trust S & P500/Bar Company 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.

Institutional Ownership by Quarter for Ishares Trust S & P500/Bar (NYSEARCA:IVW)

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