iShares S&P 500 Value ETF $IVE Shares Purchased by Sharkey Howes & Javer

Sharkey Howes & Javer increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 43.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 204,994 shares of the company’s stock after buying an additional 62,111 shares during the quarter. iShares S&P 500 Value ETF comprises 5.5% of Sharkey Howes & Javer’s holdings, making the stock its 4th largest position. Sharkey Howes & Javer owned 0.09% of iShares S&P 500 Value ETF worth $43,473,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.8% during the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after acquiring an additional 112 shares during the last quarter. Great Lakes Advisors LLC increased its position in iShares S&P 500 Value ETF by 6,385.7% during the first quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock worth $83,000 after purchasing an additional 447 shares during the last quarter. Schnieders Capital Management LLC. purchased a new position in iShares S&P 500 Value ETF during the second quarter worth about $550,000. Franklin Resources Inc. raised its stake in iShares S&P 500 Value ETF by 4.3% during the second quarter. Franklin Resources Inc. now owns 51,715 shares of the company’s stock worth $10,106,000 after purchasing an additional 2,115 shares during the period. Finally, Boston Partners acquired a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at about $309,000.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $210.13 on Friday. The firm has a 50 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 1-year low of $165.45 and a 1-year high of $223.05. The stock has a market cap of $47.47 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

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. 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.