YHB Investment Advisors Inc. Acquires 135 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

YHB Investment Advisors Inc. raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.4% during the first quarter, Holdings Channel reports. The institutional investor owned 35,291 shares of the company’s stock after buying an additional 135 shares during the quarter. YHB Investment Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $6,726,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in IVE. Family Firm Inc. boosted its stake in iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock valued at $1,998,000 after purchasing an additional 57 shares during the last quarter. Lifeworks Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 2.6% in the fourth quarter. Lifeworks Advisors LLC now owns 2,390 shares of the company’s stock valued at $456,000 after purchasing an additional 60 shares in the last quarter. Perennial Investment Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 1.0% in the fourth 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 in the last quarter. Beacon Financial Group boosted its position in shares of iShares S&P 500 Value ETF by 1.3% during the first quarter. Beacon Financial Group now owns 5,307 shares of the company’s stock valued at $1,011,000 after buying an additional 66 shares during the last quarter. Finally, Advisors Capital Management LLC grew its holdings in iShares S&P 500 Value ETF by 1.5% during the fourth quarter. Advisors Capital Management LLC now owns 4,513 shares of the company’s stock worth $861,000 after buying an additional 68 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.7%

Shares of NYSEARCA:IVE opened at $191.67 on Tuesday. The stock has a market cap of $38.43 billion, a PE ratio of 20.88 and a beta of 0.89. The stock’s fifty day simple moving average is $186.83 and its two-hundred day simple moving average is $190.02. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year 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.