Creative Financial Designs Inc. ADV Has $1.17 Million Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Creative Financial Designs Inc. ADV lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,908 shares of the company’s stock after acquiring an additional 189 shares during the period. Creative Financial Designs Inc. ADV’s holdings in iShares S&P 500 Value ETF were worth $1,165,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of IVE. Focus Financial Network Inc. increased its holdings in shares of iShares S&P 500 Value ETF by 2.0% during the 3rd quarter. Focus Financial Network Inc. now owns 43,121 shares of the company’s stock worth $8,502,000 after purchasing an additional 864 shares during the period. Principal Securities Inc. grew its position in iShares S&P 500 Value ETF by 6.3% during the third quarter. Principal Securities Inc. now owns 127,004 shares of the company’s stock worth $25,041,000 after buying an additional 7,554 shares in the last quarter. Forte Asset Management LLC increased its stake in iShares S&P 500 Value ETF by 25.6% during the third quarter. Forte Asset Management LLC now owns 48,854 shares of the company’s stock valued at $9,632,000 after acquiring an additional 9,949 shares during the period. Reston Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $74,000. Finally, United Asset Strategies Inc. lifted its position in shares of iShares S&P 500 Value ETF by 0.5% in the 3rd quarter. United Asset Strategies Inc. now owns 39,758 shares of the company’s stock worth $7,839,000 after acquiring an additional 187 shares during the period.

iShares S&P 500 Value ETF Trading Up 0.1 %

Shares of NYSEARCA:IVE opened at $194.77 on Friday. The firm has a market capitalization of $34.89 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $153.65 and a 1-year high of $201.08. The business’s 50 day moving average is $196.05 and its 200-day moving average is $188.23.

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.