Watershed Private Wealth LLC Purchases 627 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Watershed Private Wealth LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 18.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,090 shares of the company’s stock after purchasing an additional 627 shares during the quarter. Watershed Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $779,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Family Firm Inc. grew its position in shares of iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock worth $1,998,000 after buying an additional 57 shares during the last quarter. Realta Investment Advisors boosted its holdings in iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Realta Investment Advisors now owns 1,322 shares of the company’s stock valued at $253,000 after acquiring an additional 60 shares in the last quarter. Lifeworks Advisors LLC increased its position in iShares S&P 500 Value ETF by 2.6% during the 4th quarter. Lifeworks Advisors LLC now owns 2,390 shares of the company’s stock valued at $456,000 after purchasing an additional 60 shares during the period. Perennial Investment Advisors LLC increased its position in iShares S&P 500 Value ETF by 1.0% during the 4th quarter. Perennial Investment Advisors LLC now owns 6,143 shares of the company’s stock valued at $1,173,000 after purchasing an additional 62 shares during the period. Finally, Ellis Investment Partners LLC raised its holdings in iShares S&P 500 Value ETF by 0.4% in the 4th quarter. Ellis Investment Partners LLC now owns 15,647 shares of the company’s stock worth $2,987,000 after purchasing an additional 64 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.6%

NYSEARCA:IVE opened at $190.60 on Wednesday. The company has a 50-day moving average price of $183.74 and a 200-day moving average price of $191.30. The stock has a market cap of $38.02 billion, a price-to-earnings ratio of 20.88 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 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.