Sharkey Howes & Javer Purchases 973 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Sharkey Howes & Javer increased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 74,920 shares of the company’s stock after purchasing an additional 973 shares during the period. iShares S&P 500 Value ETF makes up 2.1% of Sharkey Howes & Javer’s investment portfolio, making the stock its 11th largest holding. Sharkey Howes & Javer’s holdings in iShares S&P 500 Value ETF were worth $14,772,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. BKM Wealth Management LLC raised its position in iShares S&P 500 Value ETF by 2.9% in the 1st quarter. BKM Wealth Management LLC now owns 63,882 shares of the company’s stock valued at $11,934,000 after buying an additional 1,802 shares during the last quarter. Sutton Place Investors LLC raised its position in iShares S&P 500 Value ETF by 9.3% in the 2nd quarter. Sutton Place Investors LLC now owns 5,704 shares of the company’s stock valued at $1,038,000 after buying an additional 483 shares during the last quarter. FinTrust Capital Advisors LLC raised its position in iShares S&P 500 Value ETF by 2,406.7% in the 1st quarter. FinTrust Capital Advisors LLC now owns 1,504 shares of the company’s stock valued at $281,000 after buying an additional 1,444 shares during the last quarter. NBC Securities Inc. raised its position in iShares S&P 500 Value ETF by 33.3% in the 3rd quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock valued at $423,000 after buying an additional 536 shares during the last quarter. Finally, Financial Partners Group Inc raised its position in iShares S&P 500 Value ETF by 2.7% in the 2nd quarter. Financial Partners Group Inc now owns 2,784 shares of the company’s stock valued at $507,000 after buying an additional 74 shares during the last quarter.

iShares S&P 500 Value ETF Stock Down 0.9 %

NYSEARCA IVE traded down $1.71 on Monday, reaching $199.03. The company had a trading volume of 202,164 shares, compared to its average volume of 685,109. The stock has a market capitalization of $35.66 billion, a P/E ratio of 23.79 and a beta of 0.81. The company’s fifty day moving average is $194.63 and its 200 day moving average is $187.25. iShares S&P 500 Value ETF has a 52-week low of $147.23 and a 52-week high of $201.08.

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.