Aptus Capital Advisors LLC Acquires 68 Shares of iShares S&P 500 Value ETF $IVE

Aptus Capital Advisors LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,970 shares of the company’s stock after buying an additional 68 shares during the quarter. Aptus Capital Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $2,091,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in IVE. Envestnet Asset Management Inc. raised its stake in shares of iShares S&P 500 Value ETF by 38.8% in the first quarter. Envestnet Asset Management Inc. now owns 18,643,646 shares of the company’s stock worth $3,553,106,000 after acquiring an additional 5,207,877 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of iShares S&P 500 Value ETF by 5.5% during the first quarter. JPMorgan Chase & Co. now owns 17,776,163 shares of the company’s stock valued at $3,387,781,000 after purchasing an additional 922,557 shares during the last quarter. Sofi Wealth LLC increased its holdings in shares of iShares S&P 500 Value ETF by 6,106.5% in the first quarter. Sofi Wealth LLC now owns 897,268 shares of the company’s stock valued at $171,001,000 after purchasing an additional 882,811 shares in the last quarter. Liberty Wealth Management LLC raised its position in iShares S&P 500 Value ETF by 1,324.3% in the 1st quarter. Liberty Wealth Management LLC now owns 845,488 shares of the company’s stock worth $161,133,000 after purchasing an additional 786,127 shares during the last quarter. Finally, Park Avenue Securities LLC lifted its holdings in iShares S&P 500 Value ETF by 53.1% during the 1st quarter. Park Avenue Securities LLC now owns 1,450,465 shares of the company’s stock worth $276,430,000 after buying an additional 502,776 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $201.67 on Thursday. The business’s fifty day moving average price is $196.86 and its two-hundred day moving average price is $191.26. The firm has a market capitalization of $40.49 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $206.63.

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.