Kennedy Investment Group Has $1.35 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Kennedy Investment Group lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,074 shares of the company’s stock after selling 184 shares during the period. Kennedy Investment Group’s holdings in iShares S&P 500 Value ETF were worth $1,350,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Spectrum Planning & Advisory Services Inc. raised its holdings in shares of iShares S&P 500 Value ETF by 7.9% in the fourth quarter. Spectrum Planning & Advisory Services Inc. now owns 21,028 shares of the company’s stock valued at $4,014,000 after buying an additional 1,534 shares during the last quarter. Patriot Financial Group Insurance Agency LLC raised its holdings in iShares S&P 500 Value ETF by 4.6% during the 4th quarter. Patriot Financial Group Insurance Agency LLC now owns 96,019 shares of the company’s stock worth $18,328,000 after purchasing an additional 4,201 shares during the last quarter. Stonegate Investment Group LLC raised its holdings in iShares S&P 500 Value ETF by 5.5% during the 4th quarter. Stonegate Investment Group LLC now owns 37,016 shares of the company’s stock worth $7,066,000 after purchasing an additional 1,922 shares during the last quarter. Perigon Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF by 13.4% during the 4th quarter. Perigon Wealth Management LLC now owns 74,782 shares of the company’s stock worth $14,420,000 after purchasing an additional 8,832 shares during the last quarter. Finally, Hutchens & Kramer Investment Management Group LLC raised its holdings in iShares S&P 500 Value ETF by 3.3% during the 4th quarter. Hutchens & Kramer Investment Management Group LLC now owns 5,575 shares of the company’s stock worth $1,064,000 after purchasing an additional 179 shares during the last quarter.

iShares S&P 500 Value ETF Trading Down 0.3 %

Shares of NYSEARCA:IVE opened at $197.53 on Wednesday. The stock has a market capitalization of $35.39 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $173.01 and a 1-year high of $206.63. The business has a 50-day moving average price of $196.34 and a two-hundred day moving average price of $194.72.

iShares S&P 500 Value ETF 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.