iShares S&P 500 Value ETF $IVE Stock Position Boosted by Swmg LLC

Swmg LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 16.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 76,404 shares of the company’s stock after acquiring an additional 10,826 shares during the period. iShares S&P 500 Value ETF accounts for approximately 4.8% of Swmg LLC’s investment portfolio, making the stock its 7th biggest holding. Swmg LLC’s holdings in iShares S&P 500 Value ETF were worth $15,951,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. United Services Automobile Association purchased a new stake in iShares S&P 500 Value ETF in the second quarter valued at approximately $26,000. Harbor Asset Planning Inc. acquired a new stake in iShares S&P 500 Value ETF during the 2nd quarter worth $30,000. Ryan Investment Management Inc. purchased a new position in iShares S&P 500 Value ETF during the 2nd quarter worth $36,000. Tripletail Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF in the third quarter valued at $37,000. Finally, Atwood & Palmer Inc. purchased a new stake in shares of iShares S&P 500 Value ETF in the second quarter valued at about $38,000.

iShares S&P 500 Value ETF Stock Up 0.6%

IVE opened at $217.40 on Friday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $217.69. The business has a 50 day moving average price of $211.31 and a two-hundred day moving average price of $205.41. The company has a market cap of $49.21 billion, a PE ratio of 20.70 and a beta of 0.89.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.