iShares S&P 500 Value ETF $IVE is Maia Wealth LLC’s 8th Largest Position

Maia Wealth LLC increased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 47,066 shares of the company’s stock after purchasing an additional 4,130 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 1.8% of Maia Wealth LLC’s investment portfolio, making the stock its 8th largest position. Maia Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $10,307,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its holdings in iShares S&P 500 Value ETF by 96.6% in the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock valued at $47,492,000 after buying an additional 110,058 shares in the last quarter. FLP Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 1,182.9% in the 4th quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock valued at $5,082,000 after buying an additional 22,096 shares in the last quarter. Centurion Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 24.7% in the 4th quarter. Centurion Wealth Management LLC now owns 24,643 shares of the company’s stock valued at $5,226,000 after buying an additional 4,876 shares in the last quarter. Cassilly Financial Group LLC purchased a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at $2,294,000. Finally, Benchmark Investment Advisors LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at $667,000.

iShares S&P 500 Value ETF Stock Down 1.4%

Shares of NYSEARCA:IVE opened at $225.79 on Thursday. The business has a fifty day moving average of $223.66 and a two-hundred day moving average of $218.25. The stock has a market cap of $49.85 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52-week low of $189.67 and a 52-week high of $230.05.

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. 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.