iShares Russell 1000 Growth Index (IWF) Shares Sold by Capital Planning Advisors LLC

Capital Planning Advisors LLC trimmed its position in iShares Russell 1000 Growth Index (NYSEARCA:IWF) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 79,156 shares of the exchange traded fund’s stock after selling 3,200 shares during the quarter. iShares Russell 1000 Growth Index makes up 3.7% of Capital Planning Advisors LLC’s investment portfolio, making the stock its 6th largest position. Capital Planning Advisors LLC’s holdings in iShares Russell 1000 Growth Index were worth $10,661,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. JPMorgan Chase & Co. grew its position in shares of iShares Russell 1000 Growth Index by 5.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,470,364 shares of the exchange traded fund’s stock valued at $307,584,000 after buying an additional 136,536 shares during the last quarter. Iberiabank Corp grew its position in shares of iShares Russell 1000 Growth Index by 217.8% in the 3rd quarter. Iberiabank Corp now owns 85,285 shares of the exchange traded fund’s stock valued at $10,808,000 after buying an additional 58,450 shares during the last quarter. Synovus Financial Corp grew its position in shares of iShares Russell 1000 Growth Index by 3.8% in the 3rd quarter. Synovus Financial Corp now owns 2,585,088 shares of the exchange traded fund’s stock valued at $323,312,000 after buying an additional 93,762 shares during the last quarter. Founders Financial Securities LLC grew its position in shares of iShares Russell 1000 Growth Index by 6.7% in the 3rd quarter. Founders Financial Securities LLC now owns 63,359 shares of the exchange traded fund’s stock valued at $7,924,000 after buying an additional 3,973 shares during the last quarter. Finally, Jackson Wealth Management LLC grew its position in shares of iShares Russell 1000 Growth Index by 5.0% in the 3rd quarter. Jackson Wealth Management LLC now owns 76,957 shares of the exchange traded fund’s stock valued at $9,767,000 after buying an additional 3,648 shares during the last quarter.

iShares Russell 1000 Growth Index (NYSEARCA:IWF) opened at $138.47 on Thursday. iShares Russell 1000 Growth Index has a 52-week low of $111.32 and a 52-week high of $146.15. The stock has a market cap of $39,980.00 and a price-to-earnings ratio of 17.48.

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About iShares Russell 1000 Growth Index

iShares Russell 1000 Growth ETF (the Fund), formerly iShares Russell 1000 Growth Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment returns that correspond generally to the price and yield performance of the Russell 1000 Growth Index (the Index). The Index measures the performance of equity securities of Russell 1000 index issuers with relatively higher price-to-book ratios and higher forecasted growth.

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Institutional Ownership by Quarter for iShares Russell 1000 Growth Index (NYSEARCA:IWF)

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