iShares S&P 500 Value ETF $IVE Shares Bought by RTD Financial Advisors Inc.

RTD Financial Advisors Inc. raised its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.9% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 79,624 shares of the company’s stock after acquiring an additional 8,487 shares during the quarter. iShares S&P 500 Value ETF makes up 2.0% of RTD Financial Advisors Inc.’s portfolio, making the stock its 13th biggest holding. RTD Financial Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $15,560,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in IVE. Cloud Capital Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the first quarter worth $27,000. Mowery & Schoenfeld Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF in the first quarter valued at $29,000. Nemes Rush Group LLC increased its stake in iShares S&P 500 Value ETF by 625.0% in the first quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $33,000 after purchasing an additional 150 shares during the last quarter. Flaharty Asset Management LLC acquired a new position in iShares S&P 500 Value ETF in the first quarter valued at $33,000. Finally, IMG Wealth Management Inc. acquired a new position in iShares S&P 500 Value ETF in the first quarter valued at $34,000.

iShares S&P 500 Value ETF Trading Up 0.2%

iShares S&P 500 Value ETF stock opened at $204.98 on Tuesday. The firm has a market capitalization of $41.15 billion, a P/E ratio of 20.70 and a beta of 0.94. The stock has a fifty day moving average price of $200.93 and a 200 day moving average price of $192.41. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week 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.