Beacon Financial Group Has $1 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Beacon Financial Group lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,241 shares of the company’s stock after selling 184 shares during the period. Beacon Financial Group’s holdings in iShares S&P 500 Value ETF were worth $1,000,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. lifted its position in iShares S&P 500 Value ETF by 100.0% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after purchasing an additional 76 shares during the period. Northwest Investment Counselors LLC acquired a new position in iShares S&P 500 Value ETF during the 3rd quarter valued at about $31,000. Valued Wealth Advisors LLC acquired a new position in iShares S&P 500 Value ETF during the 3rd quarter valued at about $35,000. Perkins Coie Trust Co acquired a new position in iShares S&P 500 Value ETF during the 4th quarter valued at about $35,000. Finally, Copley Financial Group Inc. acquired a new position in iShares S&P 500 Value ETF during the 3rd quarter valued at about $36,000.

iShares S&P 500 Value ETF Trading Down 0.3 %

iShares S&P 500 Value ETF stock opened at $195.58 on Thursday. iShares S&P 500 Value ETF has a 1 year low of $173.01 and a 1 year high of $206.63. The company has a market cap of $35.04 billion, a PE ratio of 23.79 and a beta of 0.81. The company’s 50-day moving average is $194.67 and its two-hundred day moving average is $195.36.

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.