iShares S&P 500 Value ETF $IVE Shares Bought by WealthShield Partners LLC

WealthShield Partners LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 14.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 63,358 shares of the company’s stock after acquiring an additional 8,205 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 1.5% of WealthShield Partners LLC’s holdings, making the stock its 14th largest holding. WealthShield Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $12,381,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Graney & King LLC boosted its stake in iShares S&P 500 Value ETF by 22.5% in the 1st quarter. Graney & King LLC now owns 316 shares of the company’s stock worth $60,000 after purchasing an additional 58 shares in the last quarter. Harbor Investment Advisory LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.3% in the second quarter. Harbor Investment Advisory LLC now owns 20,113 shares of the company’s stock worth $3,930,000 after buying an additional 59 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC lifted its stake in shares of iShares S&P 500 Value ETF by 2.2% during the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,749 shares of the company’s stock worth $537,000 after buying an additional 59 shares during the period. Seneca House Advisors lifted its stake in shares of iShares S&P 500 Value ETF by 0.4% during the second quarter. Seneca House Advisors now owns 15,246 shares of the company’s stock worth $2,979,000 after buying an additional 62 shares during the period. Finally, Pinnacle Associates Ltd. grew its holdings in shares of iShares S&P 500 Value ETF by 0.8% during the second quarter. Pinnacle Associates Ltd. now owns 8,323 shares of the company’s stock valued at $1,626,000 after buying an additional 62 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $209.61 on Friday. The firm has a market capitalization of $42.75 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The business has a fifty day moving average of $206.79 and a 200 day moving average of $198.93. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $212.54.

About iShares S&P 500 Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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