Valpey Financial Services LLC Buys 620,240 Shares of iShares S&P 500 Value ETF $IVE

Valpey Financial Services LLC boosted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 21,032.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 623,189 shares of the company’s stock after purchasing an additional 620,240 shares during the quarter. Valpey Financial Services LLC owned approximately 0.28% of iShares S&P 500 Value ETF worth $132,160,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in IVE. REAP Financial Group LLC boosted its position 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 valued at $112,000 after acquiring an additional 48 shares during the last quarter. Flagship Private Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF by 1.1% during the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after acquiring an additional 48 shares during the last quarter. Patten & Patten Inc. TN boosted its position in shares of iShares S&P 500 Value ETF by 4.8% during the 4th quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after acquiring an additional 48 shares during the last quarter. Bernardo Wealth Planning LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after acquiring an additional 49 shares during the last quarter. Finally, Stegner Investment Associates Inc. boosted its position in shares of iShares S&P 500 Value ETF by 0.3% during the 4th quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after acquiring an additional 49 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $228.32 on Friday. iShares S&P 500 Value ETF has a 52-week low of $187.50 and a 52-week high of $228.95. The company has a market capitalization of $50.41 billion, a P/E ratio of 20.70 and a beta of 0.83. The company has a fifty day moving average of $218.88 and a 200-day moving average of $216.40.

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. 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.