Robertson Stephens Wealth Management LLC grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 11.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 46,009 shares of the company’s stock after purchasing an additional 4,571 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $8,769,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. Pinney & Scofield Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $26,000. Providence First Trust Co acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $31,000. Centricity Wealth Management LLC acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $34,000. SJS Investment Consulting Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the first quarter valued at $37,000. Finally, Morse Asset Management Inc acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $41,000.
iShares S&P 500 Value ETF Stock Performance
Shares of IVE opened at $191.64 on Tuesday. The firm has a market capitalization of $38.42 billion, a price-to-earnings ratio of 20.88 and a beta of 0.89. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $206.63. The stock’s fifty day moving average is $185.71 and its 200-day moving average is $190.47.
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.
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