iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Acquired by Oxford Financial Group LTD. LLC

Oxford Financial Group LTD. LLC increased its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,495 shares of the company’s stock after acquiring an additional 1,042 shares during the period. Oxford Financial Group LTD. LLC’s holdings in iShares S&P 500 Value ETF were worth $3,149,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Stifel Financial Corp raised its stake in shares of iShares S&P 500 Value ETF by 2.5% in the third quarter. Stifel Financial Corp now owns 2,488,560 shares of the company’s stock valued at $490,670,000 after acquiring an additional 60,868 shares in the last quarter. PNC Financial Services Group Inc. raised its stake in shares of iShares S&P 500 Value ETF by 8.5% in the fourth quarter. PNC Financial Services Group Inc. now owns 2,142,670 shares of the company’s stock valued at $408,993,000 after acquiring an additional 167,028 shares in the last quarter. Raymond James Financial Inc. acquired a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at $311,273,000. Envestnet Portfolio Solutions Inc. raised its stake in iShares S&P 500 Value ETF by 3.4% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 1,527,973 shares of the company’s stock valued at $291,659,000 after buying an additional 49,640 shares in the last quarter. Finally, Commonwealth Equity Services LLC raised its stake in iShares S&P 500 Value ETF by 8.0% in the fourth quarter. Commonwealth Equity Services LLC now owns 999,059 shares of the company’s stock valued at $190,700,000 after buying an additional 73,706 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $190.09 on Friday. iShares S&P 500 Value ETF has a 1-year low of $176.09 and a 1-year high of $206.63. The stock has a market cap of $36.92 billion, a PE ratio of 22.06 and a beta of 0.94. The stock’s fifty day moving average is $194.20 and its two-hundred day moving average is $196.06.

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.