Finley Financial LLC Makes New $1.79 Million Investment in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Finley Financial LLC acquired a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 17,420 shares of the company’s stock, valued at approximately $1,793,000. iShares S&P 500 Growth ETF makes up about 0.9% of Finley Financial LLC’s investment portfolio, making the stock its 23rd largest holding.

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

iShares S&P 500 Growth ETF Stock Up 1.0 %

iShares S&P 500 Growth ETF stock opened at $104.84 on Wednesday. iShares S&P 500 Growth ETF has a twelve month low of $77.20 and a twelve month high of $105.64. The firm has a 50 day moving average price of $102.29 and a 200-day moving average price of $96.85. The company has a market capitalization of $54.93 billion, a P/E ratio of 28.52 and a beta of 1.14.

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.