North Star Investment Management Corp. lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.7% during the 4th quarter, Holdings Channel reports. The fund owned 186,754 shares of the company’s stock after acquiring an additional 3,073 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 2.5% of North Star Investment Management Corp.’s portfolio, making the stock its 8th biggest position. North Star Investment Management Corp.’s holdings in iShares S&P 500 Value ETF were worth $39,605,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also modified their holdings of IVE. REAP Financial Group LLC raised its position in 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 worth $112,000 after purchasing an additional 48 shares during the last quarter. Bernardo Wealth Planning LLC raised its position in shares of iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after acquiring an additional 49 shares during the last quarter. Stegner Investment Associates Inc. raised its position in shares of iShares S&P 500 Value ETF by 0.3% during the 4th quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after acquiring an additional 49 shares during the last quarter. Mainstream Capital Management LLC raised its position in shares of iShares S&P 500 Value ETF by 4.7% during the 4th quarter. Mainstream Capital Management LLC now owns 1,164 shares of the company’s stock valued at $247,000 after acquiring an additional 52 shares during the last quarter. Finally, Rossby Financial LCC raised its position in shares of iShares S&P 500 Value ETF by 7.5% during the 3rd quarter. Rossby Financial LCC now owns 757 shares of the company’s stock valued at $157,000 after acquiring an additional 53 shares during the last quarter.
iShares S&P 500 Value ETF Price Performance
Shares of iShares S&P 500 Value ETF stock traded up $1.84 on Thursday, hitting $222.75. 215,181 shares of the company’s stock traded hands, compared to its average volume of 1,107,897. The firm’s 50-day moving average price is $216.02 and its two-hundred day moving average price is $214.01. The stock has a market capitalization of $49.19 billion, a PE ratio of 20.70 and a beta of 0.85. iShares S&P 500 Value ETF has a one year low of $183.05 and a one year high of $223.05.
About iShares S&P 500 Value ETF
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.
Further Reading
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).
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