iShares S&P 500 Value ETF $IVE Shares Purchased by Seros Financial LLC

Seros Financial LLC raised its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.3% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 48,803 shares of the company’s stock after acquiring an additional 2,034 shares during the quarter. iShares S&P 500 Value ETF makes up 6.0% of Seros Financial LLC’s portfolio, making the stock its 4th biggest holding. Seros Financial LLC’s holdings in iShares S&P 500 Value ETF were worth $9,537,000 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 the stock. Quattro Financial Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF by 64.8% in the second quarter. Quattro Financial Advisors LLC now owns 2,886 shares of the company’s stock worth $564,000 after acquiring an additional 1,135 shares during the last quarter. Hilltop National Bank acquired a new position in shares of iShares S&P 500 Value ETF in the second quarter worth $1,294,000. Triad Wealth Partners LLC raised its holdings in shares of iShares S&P 500 Value ETF by 25.3% in the second quarter. Triad Wealth Partners LLC now owns 88,782 shares of the company’s stock worth $17,350,000 after acquiring an additional 17,915 shares during the last quarter. Patriot Financial Group Insurance Agency LLC raised its holdings in shares of iShares S&P 500 Value ETF by 5.1% in the second quarter. Patriot Financial Group Insurance Agency LLC now owns 112,496 shares of the company’s stock worth $21,984,000 after acquiring an additional 5,476 shares during the last quarter. Finally, Catalina Capital Group LLC raised its holdings in shares of iShares S&P 500 Value ETF by 3.3% in the second quarter. Catalina Capital Group LLC now owns 4,868 shares of the company’s stock worth $951,000 after acquiring an additional 157 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $207.03 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $207.36. The stock has a market cap of $41.56 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94. The business has a fifty day moving average of $202.16 and a 200-day moving average of $193.30.

iShares S&P 500 Value ETF Company 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.