Avidian Wealth Enterprises LLC Has $8.57 Million Stock Holdings in iShares S&P 500 Value ETF $IVE

Avidian Wealth Enterprises LLC boosted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 43,857 shares of the company’s stock after buying an additional 867 shares during the period. Avidian Wealth Enterprises LLC’s holdings in iShares S&P 500 Value ETF were worth $8,571,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Cloud Capital Management LLC acquired a new position in iShares S&P 500 Value ETF during the first quarter worth $27,000. Mowery & Schoenfeld Wealth Management LLC bought a new position in shares of iShares S&P 500 Value ETF during the first quarter valued at about $29,000. Harbor Asset Planning Inc. bought a new position in shares of iShares S&P 500 Value ETF during the second quarter valued at about $30,000. Nemes Rush Group LLC lifted its position in shares of iShares S&P 500 Value ETF by 625.0% during 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 in the last quarter. Finally, Flaharty Asset Management LLC bought a new position in shares of iShares S&P 500 Value ETF during the first quarter valued at about $33,000.

iShares S&P 500 Value ETF Stock Up 1.2%

iShares S&P 500 Value ETF stock opened at $208.42 on Tuesday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $209.12. The company’s 50 day moving average price is $204.25 and its two-hundred day moving average price is $194.84. The stock has a market cap of $42.14 billion, a P/E ratio of 20.70 and a beta of 0.94.

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.