Callan Family Office LLC Raises Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Callan Family Office LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 91,406 shares of the company’s stock after acquiring an additional 9,552 shares during the period. iShares S&P 500 Value ETF makes up approximately 3.0% of Callan Family Office LLC’s holdings, making the stock its 6th largest holding. Callan Family Office LLC owned approximately 0.05% of iShares S&P 500 Value ETF worth $18,023,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Palisade Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter valued at approximately $26,000. CarsonAllaria Wealth Management Ltd. grew its stake in shares of iShares S&P 500 Value ETF by 289.5% in the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after purchasing an additional 110 shares during the period. Vima LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter valued at approximately $27,000. Northwest Investment Counselors LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter valued at approximately $29,000. Finally, Fortis Group Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock valued at $35,000 after purchasing an additional 100 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.7 %

IVE stock opened at $195.22 on Tuesday. The firm has a market cap of $34.97 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 $147.23 and a 1-year high of $197.63. The business’s 50 day moving average is $192.30 and its 200-day moving average is $186.30.

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.