Regimen Wealth LLC Has $2.39 Million Stake in iShares S&P 500 Value ETF $IVE

Regimen Wealth LLC increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 59.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,252 shares of the company’s stock after buying an additional 4,560 shares during the quarter. iShares S&P 500 Value ETF accounts for 0.7% of Regimen Wealth LLC’s investment portfolio, making the stock its 25th largest holding. Regimen Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $2,394,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in IVE. Envestnet Asset Management Inc. boosted its holdings in iShares S&P 500 Value ETF by 12.6% during the second quarter. Envestnet Asset Management Inc. now owns 20,983,503 shares of the company’s stock worth $4,100,596,000 after purchasing an additional 2,339,857 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of iShares S&P 500 Value ETF by 5.5% during the first quarter. JPMorgan Chase & Co. now owns 17,776,163 shares of the company’s stock valued at $3,387,781,000 after acquiring an additional 922,557 shares during the last quarter. Liberty Wealth Management LLC lifted its holdings in iShares S&P 500 Value ETF by 1,324.3% during the first quarter. Liberty Wealth Management LLC now owns 845,488 shares of the company’s stock worth $161,133,000 after acquiring an additional 786,127 shares during the period. CWM LLC boosted its position in iShares S&P 500 Value ETF by 24.6% in the first quarter. CWM LLC now owns 1,806,062 shares of the company’s stock worth $344,199,000 after purchasing an additional 356,756 shares during the last quarter. Finally, Cetera Investment Advisers grew its stake in iShares S&P 500 Value ETF by 20.2% in the 1st quarter. Cetera Investment Advisers now owns 1,960,044 shares of the company’s stock valued at $373,545,000 after purchasing an additional 328,727 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:IVE opened at $208.40 on Thursday. The company has a market capitalization of $42.50 billion, a P/E ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $211.83. The company’s 50-day moving average is $205.93 and its 200 day moving average is $197.60.

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.