iShares S&P 500 Value ETF $IVE is North Star Investment Management Corp.’s 8th Largest Position

North Star Investment Management Corp. grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 186,754 shares of the company’s stock after purchasing an additional 3,073 shares during the period. iShares S&P 500 Value ETF makes up 2.5% of North Star Investment Management Corp.’s portfolio, making the stock its 8th biggest position. North Star Investment Management Corp. owned about 0.08% of iShares S&P 500 Value ETF worth $39,605,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. REAP Financial Group LLC raised its stake in shares of iShares S&P 500 Value ETF by 9.7% in the third 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. Bernardo Wealth Planning LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after acquiring an additional 49 shares in the last quarter. Stegner Investment Associates Inc. boosted its holdings in shares of iShares S&P 500 Value ETF by 0.3% in the 4th quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock worth $3,457,000 after acquiring an additional 49 shares in the last quarter. Mainstream Capital Management LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 4.7% in the 4th quarter. Mainstream Capital Management LLC now owns 1,164 shares of the company’s stock worth $247,000 after acquiring an additional 52 shares in the last quarter. Finally, Rossby Financial LCC boosted its holdings in shares of iShares S&P 500 Value ETF by 7.5% in the 3rd quarter. Rossby Financial LCC now owns 757 shares of the company’s stock worth $157,000 after acquiring an additional 53 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE traded up $1.84 on Thursday, hitting $222.75. The company’s stock had a trading volume of 215,181 shares, compared to its average volume of 1,107,897. The company has a market capitalization of $49.19 billion, a PE ratio of 20.70 and a beta of 0.85. iShares S&P 500 Value ETF has a fifty-two week low of $183.05 and a fifty-two week high of $223.05. The company has a 50 day moving average price of $216.02 and a 200 day moving average price of $214.01.

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.