Essex Financial Services Inc. Purchases 863 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Essex Financial Services Inc. boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,547 shares of the company’s stock after acquiring an additional 863 shares during the period. Essex Financial Services Inc.’s holdings in iShares S&P 500 Value ETF were worth $1,660,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Savant Capital LLC increased its stake in iShares S&P 500 Value ETF by 3.3% during the fourth quarter. Savant Capital LLC now owns 91,253 shares of the company’s stock valued at $15,868,000 after acquiring an additional 2,881 shares during the period. MONECO Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 18.6% during the fourth quarter. MONECO Advisors LLC now owns 1,915 shares of the company’s stock valued at $333,000 after purchasing an additional 300 shares in the last quarter. Brighton Jones LLC boosted its holdings in iShares S&P 500 Value ETF by 12.7% during the fourth quarter. Brighton Jones LLC now owns 13,283 shares of the company’s stock valued at $2,310,000 after purchasing an additional 1,500 shares in the last quarter. Kestra Private Wealth Services LLC boosted its holdings in iShares S&P 500 Value ETF by 18.7% during the fourth quarter. Kestra Private Wealth Services LLC now owns 32,732 shares of the company’s stock valued at $5,692,000 after purchasing an additional 5,155 shares in the last quarter. Finally, Choreo LLC boosted its holdings in iShares S&P 500 Value ETF by 799.3% during the fourth quarter. Choreo LLC now owns 90,954 shares of the company’s stock valued at $15,816,000 after purchasing an additional 80,840 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.2 %

NYSEARCA IVE opened at $178.36 on Thursday. The stock’s 50 day moving average is $181.50 and its two-hundred day moving average is $172.31. The company has a market capitalization of $31.95 billion, a price-to-earnings ratio of 23.38 and a beta of 0.84. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $187.24.

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.