Rothschild Wealth LLC Boosts Stock Holdings in iShares S&P 500 Value ETF $IVE

Rothschild Wealth LLC boosted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 72.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 116,756 shares of the company’s stock after acquiring an additional 49,101 shares during the quarter. iShares S&P 500 Value ETF accounts for 2.4% of Rothschild Wealth LLC’s portfolio, making the stock its 3rd largest position. Rothschild Wealth LLC owned approximately 0.05% of iShares S&P 500 Value ETF worth $24,761,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Simplex Trading LLC bought a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC acquired a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at $25,000. Decker Retirement Planning Inc. acquired a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at $26,000. United Services Automobile Association acquired a new stake in iShares S&P 500 Value ETF in the 2nd quarter valued at $26,000. Finally, Palisade Asset Management LLC acquired a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at $29,000.

iShares S&P 500 Value ETF Trading Up 0.1%

Shares of IVE stock opened at $228.98 on Wednesday. iShares S&P 500 Value ETF has a 1 year low of $189.66 and a 1 year high of $230.05. The firm’s fifty day moving average price is $223.39 and its two-hundred day moving average price is $218.14. The firm has a market capitalization of $50.56 billion, a P/E ratio of 20.70 and a beta of 0.82.

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.