iShares S&P 500 Value ETF (NYSEARCA:IVE) is Kelly Financial Services LLC’s 7th Largest Position

Kelly Financial Services LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 102.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 69,510 shares of the company’s stock after buying an additional 35,096 shares during the period. iShares S&P 500 Value ETF comprises approximately 4.6% of Kelly Financial Services LLC’s investment portfolio, making the stock its 7th biggest position. Kelly Financial Services LLC’s holdings in iShares S&P 500 Value ETF were worth $13,247,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Family Firm Inc. boosted its position in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock valued at $1,998,000 after buying an additional 57 shares during the period. Lifeworks Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 2.6% during the fourth quarter. Lifeworks Advisors LLC now owns 2,390 shares of the company’s stock valued at $456,000 after acquiring an additional 60 shares in the last quarter. Perennial Investment Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 1.0% during the fourth quarter. Perennial Investment Advisors LLC now owns 6,143 shares of the company’s stock valued at $1,173,000 after acquiring an additional 62 shares in the last quarter. Ellis Investment Partners LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.4% during the fourth quarter. Ellis Investment Partners LLC now owns 15,647 shares of the company’s stock valued at $2,987,000 after acquiring an additional 64 shares in the last quarter. Finally, Beacon Financial Group raised its stake in shares of iShares S&P 500 Value ETF by 1.3% during the first quarter. Beacon Financial Group now owns 5,307 shares of the company’s stock valued at $1,011,000 after acquiring an additional 66 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

iShares S&P 500 Value ETF stock opened at $192.26 on Thursday. The company has a 50 day moving average price of $184.36 and a 200-day moving average price of $190.96. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $206.63. The company has a market capitalization of $38.36 billion, a PE ratio of 20.88 and a beta of 0.89.

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.