SilverOak Wealth Management LLC Has $19.27 Million Stock Holdings in iShares S&P 500 Value ETF $IVE

SilverOak Wealth Management LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 98,587 shares of the company’s stock after purchasing an additional 857 shares during the quarter. iShares S&P 500 Value ETF comprises 3.6% of SilverOak Wealth Management LLC’s holdings, making the stock its 8th largest holding. SilverOak Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $19,266,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in IVE. Brighton Jones LLC increased its holdings in iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after purchasing an additional 112 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in iShares S&P 500 Value ETF by 4.1% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 89,050 shares of the company’s stock worth $16,971,000 after purchasing an additional 3,502 shares in the last quarter. Ritholtz Wealth Management increased its holdings in iShares S&P 500 Value ETF by 16.5% in the first quarter. Ritholtz Wealth Management now owns 3,438 shares of the company’s stock worth $655,000 after purchasing an additional 487 shares in the last quarter. Kingswood Wealth Advisors LLC increased its holdings in iShares S&P 500 Value ETF by 60.0% in the first quarter. Kingswood Wealth Advisors LLC now owns 4,294 shares of the company’s stock worth $818,000 after purchasing an additional 1,610 shares in the last quarter. Finally, Community Bank N.A. increased its holdings in iShares S&P 500 Value ETF by 4.9% in the first quarter. Community Bank N.A. now owns 4,280 shares of the company’s stock worth $816,000 after purchasing an additional 200 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $204.59 on Friday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $209.12. The stock has a 50 day moving average price of $203.90 and a two-hundred day moving average price of $194.38. The stock has a market capitalization of $41.35 billion, a PE ratio of 20.70 and a beta of 0.94.

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.