Creative Financial Designs Inc. ADV increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,021 shares of the company’s stock after purchasing an additional 113 shares during the period. Creative Financial Designs Inc. ADV’s holdings in iShares S&P 500 Value ETF were worth $1,149,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in the stock. Chesapeake Wealth Management grew its position in iShares S&P 500 Value ETF by 3.8% during the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after buying an additional 50 shares in the last quarter. West Coast Financial LLC grew its position in iShares S&P 500 Value ETF by 0.3% during the fourth quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after buying an additional 53 shares in the last quarter. SWP Financial LLC grew its position in iShares S&P 500 Value ETF by 0.4% during the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after buying an additional 54 shares in the last quarter. Roble Belko & Company Inc grew its position in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after buying an additional 57 shares in the last quarter. Finally, Family Firm Inc. grew its position in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock worth $1,998,000 after buying an additional 57 shares in the last quarter.
iShares S&P 500 Value ETF Price Performance
Shares of NYSEARCA:IVE opened at $190.88 on Tuesday. The company has a market capitalization of $37.08 billion, a P/E ratio of 22.06 and a beta of 0.94. iShares S&P 500 Value ETF has a 1 year low of $176.09 and a 1 year high of $206.63. The business’s 50 day simple moving average is $194.26 and its 200 day simple moving average is $196.19.
iShares S&P 500 Value ETF Company 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.
Featured Stories
- Five stocks we like better than iShares S&P 500 Value ETF
- There Are Different Types of Stock To Invest In
- Can TikTok Stock Picks Really Make You Rich?
- What does consumer price index measure?
- The “Quality” Rotation: Back to Basics Investing
- What is diluted earnings per share (Diluted EPS)?
- Occidental Petroleum: 4 Reasons to Love These Prices
Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report).
Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.