Kavar Capital Partners LLC Purchases Shares of 326 iShares S&P 500 Value ETF (NYSEARCA:IVE)

Kavar Capital Partners LLC purchased a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 326 shares of the company’s stock, valued at approximately $38,000.

Several other institutional investors have also recently added to or reduced their stakes in IVE. Bay Harbor Wealth Management LLC lifted its position in shares of iShares S&P 500 Value ETF by 265.8% during the 2nd quarter. Bay Harbor Wealth Management LLC now owns 739 shares of the company’s stock valued at $86,000 after buying an additional 537 shares in the last quarter. Bank of Stockton lifted its holdings in iShares S&P 500 Value ETF by 8.9% in the 2nd quarter. Bank of Stockton now owns 9,001 shares of the company’s stock worth $1,049,000 after purchasing an additional 736 shares in the last quarter. Trustcore Financial Services LLC purchased a new position in iShares S&P 500 Value ETF in the 1st quarter worth approximately $108,000. Security National Trust Co. lifted its holdings in iShares S&P 500 Value ETF by 2.6% in the 1st quarter. Security National Trust Co. now owns 36,940 shares of the company’s stock worth $4,165,000 after purchasing an additional 945 shares in the last quarter. Finally, PHH Investments Ltd. lifted its holdings in iShares S&P 500 Value ETF by 1.6% in the 1st quarter. PHH Investments Ltd. now owns 219,170 shares of the company’s stock worth $24,709,000 after purchasing an additional 3,430 shares in the last quarter.

NYSEARCA IVE traded up $1.95 during trading hours on Friday, reaching $114.04. The company’s stock had a trading volume of 503,600 shares, compared to its average volume of 842,268. The firm’s 50-day moving average price is $117.24 and its 200-day moving average price is $114.44. iShares S&P 500 Value ETF has a 1 year low of $94.72 and a 1 year high of $120.00.

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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