WESPAC Advisors LLC Buys 2,877 Shares of iShares S&P 500 Value ETF $IVE

WESPAC Advisors LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 52.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,384 shares of the company’s stock after purchasing an additional 2,877 shares during the quarter. iShares S&P 500 Value ETF comprises about 1.0% of WESPAC Advisors LLC’s holdings, making the stock its 23rd largest holding. WESPAC Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $1,914,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in IVE. Krilogy Financial LLC raised its position 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 valued at $2,407,000 after purchasing an additional 3,522 shares during the period. CX Institutional lifted its stake in shares of iShares S&P 500 Value ETF by 7.4% in 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 grew 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 worth $13,601,000 after purchasing an additional 9,200 shares during the period. PAX Financial Group LLC grew 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 worth $30,592,000 after purchasing an additional 4,640 shares during the period. Finally, Matrix Private Capital Group LLC purchased a new position in shares of iShares S&P 500 Value ETF during the 1st quarter worth $958,000.

iShares S&P 500 Value ETF Trading Up 0.3%

Shares of NYSEARCA:IVE opened at $238.85 on Tuesday. The business has a 50-day moving average price of $234.49 and a 200 day moving average price of $225.54. The company 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 has a 12-month low of $203.15 and a 12-month high of $239.93.

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.