Discipline Wealth Solutions LLC Has $894,000 Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Discipline Wealth Solutions LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 93.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,533 shares of the company’s stock after buying an additional 2,192 shares during the period. iShares S&P 500 Value ETF accounts for about 0.5% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 29th biggest holding. Discipline Wealth Solutions LLC’s holdings in iShares S&P 500 Value ETF were worth $894,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. International Assets Investment Management LLC lifted its holdings in iShares S&P 500 Value ETF by 18,046.1% during the third quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock worth $262,938,000 after acquiring an additional 1,326,211 shares in the last quarter. Sanctuary Advisors LLC bought a new position in iShares S&P 500 Value ETF during the 2nd quarter worth about $82,555,000. Envestnet Asset Management Inc. raised its stake in shares of iShares S&P 500 Value ETF by 3.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock valued at $2,253,356,000 after purchasing an additional 420,007 shares during the period. Liberty Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 618.4% in the second quarter. Liberty Wealth Management LLC now owns 411,954 shares of the company’s stock valued at $74,980,000 after purchasing an additional 354,613 shares in the last quarter. Finally, Koss Olinger Consulting LLC acquired a new position in shares of iShares S&P 500 Value ETF during the second quarter worth about $55,903,000.

iShares S&P 500 Value ETF Trading Down 0.4 %

Shares of IVE opened at $200.04 on Wednesday. The stock has a market capitalization of $35.84 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12 month low of $167.14 and a 12 month high of $206.63. The firm has a fifty day simple moving average of $199.73 and a 200 day simple moving average of $192.00.

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.