XML Financial LLC Reduces Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

XML Financial LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 9.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 48,268 shares of the company’s stock after selling 4,767 shares during the quarter. XML Financial LLC’s holdings in iShares S&P 500 Growth ETF were worth $4,901,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Vanguard Personalized Indexing Management LLC grew its holdings in shares of iShares S&P 500 Growth ETF by 41.2% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 6,410 shares of the company’s stock worth $593,000 after acquiring an additional 1,869 shares during the period. Hsbc Holdings PLC boosted its position in shares of iShares S&P 500 Growth ETF by 18.3% during the second quarter. Hsbc Holdings PLC now owns 122,400 shares of the company’s stock valued at $11,326,000 after purchasing an additional 18,900 shares in the last quarter. Summit Trail Advisors LLC purchased a new stake in iShares S&P 500 Growth ETF in the second quarter worth $281,000. CreativeOne Wealth LLC grew its stake in iShares S&P 500 Growth ETF by 15.0% in the second quarter. CreativeOne Wealth LLC now owns 392,988 shares of the company’s stock worth $36,367,000 after purchasing an additional 51,163 shares during the period. Finally, Semmax Financial Advisors Inc. lifted its position in iShares S&P 500 Growth ETF by 75.7% during the second quarter. Semmax Financial Advisors Inc. now owns 11,873 shares of the company’s stock valued at $1,073,000 after buying an additional 5,117 shares during the period.

iShares S&P 500 Growth ETF Trading Up 1.0 %

Shares of IVW stock opened at $104.84 on Wednesday. The company’s fifty day moving average price is $102.21 and its 200-day moving average price is $96.78. The stock has a market cap of $54.93 billion, a PE ratio of 28.52 and a beta of 1.14. iShares S&P 500 Growth ETF has a 12 month low of $77.20 and a 12 month high of $105.64.

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.