Finley Financial LLC Makes New Investment in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Finley Financial LLC bought a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 9,255 shares of the company’s stock, valued at approximately $1,783,000. iShares S&P 500 Value ETF comprises approximately 0.9% of Finley Financial LLC’s holdings, making the stock its 24th largest holding.

Other large investors have also bought and sold shares of the company. Hsbc Holdings PLC grew its stake in shares of iShares S&P 500 Value ETF by 50.3% in the second quarter. Hsbc Holdings PLC now owns 5,605 shares of the company’s stock worth $1,020,000 after acquiring an additional 1,875 shares during the period. EverSource Wealth Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF by 92.6% in the second quarter. EverSource Wealth Advisors LLC now owns 4,483 shares of the company’s stock worth $855,000 after acquiring an additional 2,155 shares during the period. Semmax Financial Advisors Inc. grew its stake in shares of iShares S&P 500 Value ETF by 16.4% in the second quarter. Semmax Financial Advisors Inc. now owns 2,809 shares of the company’s stock worth $525,000 after acquiring an additional 396 shares during the period. Wescott Financial Advisory Group LLC grew its stake in shares of iShares S&P 500 Value ETF by 14.9% in the second quarter. Wescott Financial Advisory Group LLC now owns 29,757 shares of the company’s stock worth $5,416,000 after acquiring an additional 3,861 shares during the period. Finally, Wick Capital Partners LLC bought a new stake in shares of iShares S&P 500 Value ETF in the second quarter worth approximately $778,000.

iShares S&P 500 Value ETF Stock Up 0.8 %

Shares of IVE stock opened at $195.66 on Wednesday. The company has a 50 day moving average price of $196.76 and a 200-day moving average price of $194.23. iShares S&P 500 Value ETF has a 52 week low of $172.85 and a 52 week high of $206.63. The firm has a market capitalization of $35.05 billion, a PE ratio of 23.79 and a beta of 0.81.

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.