Creative Financial Designs Inc. ADV Raises Stock Position in iShares S&P 500 Value ETF $IVE

Creative Financial Designs Inc. ADV boosted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 42.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,016 shares of the company’s stock after buying an additional 2,676 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in iShares S&P 500 Value ETF were worth $1,912,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. REAP Financial Group LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 9.7% during 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. Flagship Private Wealth LLC increased its holdings in shares of iShares S&P 500 Value ETF by 1.1% in the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after purchasing an additional 48 shares during the last quarter. Patten & Patten Inc. TN increased its holdings in shares of iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after purchasing an additional 48 shares during the last quarter. Bernardo Wealth Planning LLC lifted its position in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after buying an additional 49 shares in the last quarter. Finally, Stegner Investment Associates Inc. lifted its position in iShares S&P 500 Value ETF by 0.3% during the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock worth $3,457,000 after buying an additional 49 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.6%

Shares of IVE stock opened at $225.75 on Thursday. iShares S&P 500 Value ETF has a twelve month low of $185.34 and a twelve month high of $225.98. The company’s 50-day moving average price is $217.16 and its 200-day moving average price is $215.57. The stock has a market cap of $49.85 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83.

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.