Cassilly Financial Group LLC Takes Position in iShares S&P 500 Value ETF $IVE

Cassilly Financial Group LLC bought a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 10,816 shares of the company’s stock, valued at approximately $2,294,000. iShares S&P 500 Value ETF accounts for 2.0% of Cassilly Financial Group LLC’s holdings, making the stock its 16th largest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. REAP Financial Group LLC grew its position in 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 in the last quarter. Dumont & Blake Investment Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.5% during the third quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock valued at $2,229,000 after purchasing an additional 49 shares during the period. Signal Advisors Wealth LLC lifted its position in shares of iShares S&P 500 Value ETF by 0.6% during the third quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock worth $1,861,000 after purchasing an additional 51 shares in the last quarter. Rossby Financial LCC lifted its position in shares of iShares S&P 500 Value ETF by 7.5% during the third quarter. Rossby Financial LCC now owns 757 shares of the company’s stock worth $157,000 after purchasing an additional 53 shares in the last quarter. Finally, CPC Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 4.9% in the third quarter. CPC Advisors LLC now owns 1,255 shares of the company’s stock valued at $259,000 after purchasing an additional 59 shares during the period.

iShares S&P 500 Value ETF Trading Up 0.0%

IVE opened at $207.63 on Tuesday. iShares S&P 500 Value ETF has a twelve month low of $165.45 and a twelve month high of $223.05. The firm has a market cap of $46.90 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The company has a fifty day simple moving average of $216.79 and a 200 day simple moving average of $212.28.

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. 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.