iShares S&P 500 Value ETF $IVE Shares Bought by Yukon Wealth Management Inc.

Yukon Wealth Management Inc. grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 8.8% in the second quarter, according to its most recent filing with the SEC. The firm owned 9,523 shares of the company’s stock after acquiring an additional 773 shares during the quarter. Yukon Wealth Management Inc.’s holdings in iShares S&P 500 Value ETF were worth $1,861,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Envestnet Asset Management Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 12.6% in the second quarter. Envestnet Asset Management Inc. now owns 20,983,503 shares of the company’s stock valued at $4,100,596,000 after buying an additional 2,339,857 shares during the period. Atlatl Advisers LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 11.7% in the second quarter. Atlatl Advisers LLC now owns 4,962 shares of the company’s stock valued at $970,000 after buying an additional 519 shares during the period. Cosner Financial Group LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 4.4% in the second quarter. Cosner Financial Group LLC now owns 80,051 shares of the company’s stock valued at $15,643,000 after buying an additional 3,388 shares during the period. VestGen Investment Management lifted its holdings in shares of iShares S&P 500 Value ETF by 5.9% in the second quarter. VestGen Investment Management now owns 4,593 shares of the company’s stock valued at $898,000 after buying an additional 254 shares during the period. Finally, Schneider Downs Wealth Management Advisors LP lifted its holdings in shares of iShares S&P 500 Value ETF by 80.2% in the second quarter. Schneider Downs Wealth Management Advisors LP now owns 10,970 shares of the company’s stock valued at $2,144,000 after buying an additional 4,883 shares during the period.

iShares S&P 500 Value ETF Stock Up 0.5%

Shares of iShares S&P 500 Value ETF stock opened at $209.86 on Monday. The firm has a market cap of $42.59 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94. The business has a fifty day simple moving average of $204.84 and a 200-day simple moving average of $195.87. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $210.37.

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.