Cary Street Partners Financial LLC purchased a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 5,222 shares of the company’s stock, valued at approximately $997,000.
A number of other large investors have also recently bought and sold shares of IVE. LexAurum Advisors LLC grew its position in iShares S&P 500 Value ETF by 47.2% in the 4th quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock valued at $734,000 after buying an additional 1,233 shares during the last quarter. Financial Synergies Wealth Advisors Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 0.6% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after acquiring an additional 160 shares during the period. DAVENPORT & Co LLC increased its stake in shares of iShares S&P 500 Value ETF by 10.9% during the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after acquiring an additional 372 shares during the period. Equitable Trust Co. purchased a new position in iShares S&P 500 Value ETF during the fourth quarter worth about $5,806,000. Finally, Ancora Advisors LLC lifted its position in iShares S&P 500 Value ETF by 6.8% in the fourth quarter. Ancora Advisors LLC now owns 5,607 shares of the company’s stock valued at $1,070,000 after purchasing an additional 357 shares during the period.
iShares S&P 500 Value ETF Trading Up 0.6 %
NYSEARCA IVE opened at $184.41 on Thursday. The business’s 50 day moving average is $184.51 and its two-hundred day moving average is $192.60. The stock has a market capitalization of $36.75 billion, a price-to-earnings ratio of 21.18 and a beta of 0.89. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $206.63.
iShares S&P 500 Value ETF Company 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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