Leslie Global Wealth LLC raised its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 110.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,698 shares of the company’s stock after purchasing an additional 10,865 shares during the period. iShares S&P 500 Value ETF accounts for approximately 1.7% of Leslie Global Wealth LLC’s investment portfolio, making the stock its 17th largest holding. Leslie Global Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $4,725,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in the company. Krilogy Financial LLC grew its holdings in iShares S&P 500 Value ETF by 52.0% in the third quarter. Krilogy Financial LLC now owns 10,291 shares of the company’s stock worth $2,407,000 after purchasing an additional 3,522 shares during the last quarter. CX Institutional lifted its holdings in shares of iShares S&P 500 Value ETF by 7.4% during the 3rd quarter. CX Institutional now owns 215,726 shares of the company’s stock valued at $49,246,000 after purchasing an additional 14,951 shares during the last quarter. Amundi lifted its holdings in shares of iShares S&P 500 Value ETF by 18.1% during the 2nd quarter. Amundi now owns 59,900 shares of the company’s stock valued at $13,601,000 after purchasing an additional 9,200 shares during the last quarter. PAX Financial Group LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 3.3% during the 1st quarter. PAX Financial Group LLC now owns 144,883 shares of the company’s stock valued at $30,592,000 after purchasing an additional 4,640 shares during the last quarter. Finally, Matrix Private Capital Group LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter worth $958,000.
iShares S&P 500 Value ETF Price Performance
iShares S&P 500 Value ETF stock opened at $238.85 on Tuesday. iShares S&P 500 Value ETF has a 1-year low of $203.15 and a 1-year high of $239.93. The business has a fifty day moving average price of $234.49 and a 200-day moving average price of $225.54. The stock has a market capitalization of $50.55 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83.
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.
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