Sharkey Howes & Javer Has $14.77 Million Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Sharkey Howes & Javer increased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 74,920 shares of the company’s stock after buying an additional 973 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 2.1% of Sharkey Howes & Javer’s investment portfolio, making the stock its 11th largest position. Sharkey Howes & Javer’s holdings in iShares S&P 500 Value ETF were worth $14,772,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Fisher Asset Management LLC bought a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $251,000. &PARTNERS bought a new stake in iShares S&P 500 Value ETF in the first quarter valued at approximately $339,000. Cooper Financial Group bought a new stake in iShares S&P 500 Value ETF in the first quarter valued at approximately $489,000. Northwest Investment Counselors LLC bought a new stake in iShares S&P 500 Value ETF in the first quarter valued at approximately $29,000. Finally, Global Assets Advisory LLC bought a new stake in iShares S&P 500 Value ETF in the first quarter valued at approximately $9,573,000.

iShares S&P 500 Value ETF Trading Down 0.9 %

IVE stock traded down $1.71 during trading on Monday, hitting $199.03. The company had a trading volume of 202,164 shares, compared to its average volume of 685,109. The business has a 50-day moving average of $194.63 and a 200-day moving average of $187.25. iShares S&P 500 Value ETF has a one year low of $147.23 and a one year high of $201.08. The stock has a market cap of $35.66 billion, a PE ratio of 23.79 and a beta of 0.81.

iShares S&P 500 Value ETF Profile

iShares S&P 500 Value ETF (the Fund), formerly iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Value Index (the Index). The Index measures the performance of the large-capitalization value sector of the United States equity market and consists of those stocks in the S&P 500 exhibiting the strongest value characteristics.