MAI Capital Management Boosts Position in iShares S&P 500 Value ETF (IVE)

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MAI Capital Management raised its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 81.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 194,957 shares of the company’s stock after purchasing an additional 87,239 shares during the period. iShares S&P 500 Value ETF accounts for about 1.1% of MAI Capital Management’s investment portfolio, making the stock its 17th biggest holding. MAI Capital Management owned approximately 0.14% of iShares S&P 500 Value ETF worth $19,718,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in the business. Carroll Financial Associates Inc. grew its holdings in iShares S&P 500 Value ETF by 4.6% during the fourth quarter. Carroll Financial Associates Inc. now owns 2,271 shares of the company’s stock valued at $234,000 after purchasing an additional 100 shares during the period. Taylor Cottrill Erickson & Associates Inc. boosted its stake in shares of iShares S&P 500 Value ETF by 2.0% in the fourth quarter. Taylor Cottrill Erickson & Associates Inc. now owns 5,823 shares of the company’s stock worth $589,000 after acquiring an additional 116 shares during the period. Boenning & Scattergood Inc. boosted its stake in shares of iShares S&P 500 Value ETF by 4.1% in the fourth quarter. Boenning & Scattergood Inc. now owns 3,393 shares of the company’s stock worth $343,000 after acquiring an additional 135 shares during the period. Bogart Wealth LLC bought a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth about $29,000. Finally, Strategic Wealth Partners Ltd. boosted its stake in shares of iShares S&P 500 Value ETF by 173.7% in the fourth quarter. Strategic Wealth Partners Ltd. now owns 479 shares of the company’s stock worth $50,000 after acquiring an additional 304 shares during the period.

Shares of NYSEARCA IVE traded up $0.27 during mid-day trading on Thursday, reaching $109.41. The company’s stock had a trading volume of 141,588 shares, compared to its average volume of 2,202,729. iShares S&P 500 Value ETF has a 52 week low of $94.72 and a 52 week high of $119.38.

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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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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