Schneider Downs Wealth Management Advisors LP Has $2.14 Million Stake in iShares S&P 500 Value ETF $IVE

Schneider Downs Wealth Management Advisors LP lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 80.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,970 shares of the company’s stock after buying an additional 4,883 shares during the quarter. Schneider Downs Wealth Management Advisors LP’s holdings in iShares S&P 500 Value ETF were worth $2,144,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Cloud Capital Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the 1st quarter worth approximately $27,000. Mowery & Schoenfeld Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF during the first quarter valued at approximately $29,000. Harbor Asset Planning Inc. acquired a new position in iShares S&P 500 Value ETF during the second quarter valued at approximately $30,000. Nemes Rush Group LLC grew its holdings in 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 during the period. Finally, Flaharty Asset Management LLC acquired a new position in iShares S&P 500 Value ETF during the first quarter valued at approximately $33,000.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $209.86 on Friday. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $210.37. The firm has a 50 day moving average price of $204.84 and a 200 day moving average price of $195.77. The stock has a market cap of $42.59 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.