Creative Financial Designs Inc. ADV Has $1.15 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Creative Financial Designs Inc. ADV raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,021 shares of the company’s stock after purchasing an additional 113 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in iShares S&P 500 Value ETF were worth $1,149,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. GWN Securities Inc. acquired a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter valued at $1,198,000. Centurion Wealth Management LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 1.2% in the 4th quarter. Centurion Wealth Management LLC now owns 12,581 shares of the company’s stock valued at $2,402,000 after purchasing an additional 155 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its holdings in shares of iShares S&P 500 Value ETF by 3.4% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 1,527,973 shares of the company’s stock valued at $291,659,000 after purchasing an additional 49,640 shares in the last quarter. Ascent Capital Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter valued at $1,233,000. Finally, Tidemark LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 9.6% in the 4th quarter. Tidemark LLC now owns 42,807 shares of the company’s stock valued at $8,171,000 after purchasing an additional 3,754 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $190.88 on Tuesday. The stock’s fifty day moving average price is $194.26 and its two-hundred day moving average price is $196.19. The company has a market cap of $37.08 billion, a PE ratio of 22.06 and a beta of 0.94. iShares S&P 500 Value ETF has a fifty-two week low of $176.09 and a fifty-two week high of $206.63.

iShares S&P 500 Value ETF Company 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.