Strategic Family Wealth Counselors L.L.C. grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 113.1% during the second quarter, Holdings Channel.com reports. The fund owned 4,657 shares of the company’s stock after purchasing an additional 2,472 shares during the quarter. Strategic Family Wealth Counselors L.L.C.’s holdings in iShares S&P 500 Value ETF were worth $910,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in the company. Gateway Wealth Partners LLC lifted its position in shares of iShares S&P 500 Value ETF by 22.8% during the second quarter. Gateway Wealth Partners LLC now owns 20,422 shares of the company’s stock valued at $3,991,000 after purchasing an additional 3,793 shares in the last quarter. Brown Advisory Inc. increased its stake in iShares S&P 500 Value ETF by 1.6% in the 2nd quarter. Brown Advisory Inc. now owns 29,776 shares of the company’s stock valued at $5,819,000 after buying an additional 461 shares during the last quarter. Amundi increased its stake in iShares S&P 500 Value ETF by 7.5% in the 2nd quarter. Amundi now owns 44,500 shares of the company’s stock valued at $8,790,000 after buying an additional 3,100 shares during the last quarter. GeoWealth Management LLC lifted its position in shares of iShares S&P 500 Value ETF by 15.5% during the 2nd quarter. GeoWealth Management LLC now owns 10,268 shares of the company’s stock worth $2,007,000 after buying an additional 1,380 shares in the last quarter. Finally, First Trust Advisors LP boosted its stake in shares of iShares S&P 500 Value ETF by 2.8% in the 2nd quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock worth $5,184,000 after buying an additional 731 shares during the last quarter.
iShares S&P 500 Value ETF Stock Down 0.2%
IVE stock opened at $212.17 on Friday. The firm has a market cap of $43.27 billion, a PE ratio of 20.70 and a beta of 0.89. The business has a 50 day moving average of $208.25 and a 200-day moving average of $201.13. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $212.76.
iShares S&P 500 Value ETF 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.
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