iShares S&P 500 Value ETF $IVE Shares Purchased by Kelly Financial Services LLC

Kelly Financial Services LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 40.3% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 128,896 shares of the company’s stock after purchasing an additional 37,021 shares during the quarter. iShares S&P 500 Value ETF comprises about 6.9% of Kelly Financial Services LLC’s portfolio, making the stock its 3rd biggest holding. Kelly Financial Services LLC owned about 0.06% of iShares S&P 500 Value ETF worth $27,335,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. REAP Financial Group LLC raised its position in shares of iShares S&P 500 Value ETF by 9.7% in the 3rd quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock valued at $112,000 after buying an additional 48 shares in the last quarter. Dumont & Blake Investment Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 0.5% in the 3rd quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock valued at $2,229,000 after acquiring an additional 49 shares during the last quarter. Signal Advisors Wealth LLC raised its position in iShares S&P 500 Value ETF by 0.6% in the third quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock valued at $1,861,000 after purchasing an additional 51 shares during the last quarter. Rossby Financial LCC raised its holdings in iShares S&P 500 Value ETF by 7.5% in the 3rd quarter. Rossby Financial LCC now owns 757 shares of the company’s stock valued at $157,000 after buying an additional 53 shares during the last quarter. Finally, CPC Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 4.9% during the third quarter. CPC Advisors LLC now owns 1,255 shares of the company’s stock valued at $259,000 after acquiring an additional 59 shares during the last quarter.

iShares S&P 500 Value ETF Stock Down 0.5%

Shares of NYSEARCA IVE opened at $210.13 on Friday. The company has a market capitalization of $47.47 billion, a PE ratio of 20.70 and a beta of 0.89. The firm has a fifty day simple moving average of $217.17 and a 200 day simple moving average of $212.09. iShares S&P 500 Value ETF has a twelve month low of $165.45 and a twelve month high of $223.05.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.