iShares S&P 500 Value ETF $IVE Shares Bought by TSA Wealth Managment LLC

TSA Wealth Managment LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 49.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 63,045 shares of the company’s stock after buying an additional 20,845 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 4.4% of TSA Wealth Managment LLC’s holdings, making the stock its 6th biggest holding. TSA Wealth Managment LLC’s holdings in iShares S&P 500 Value ETF were worth $13,370,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the stock. Vicus Capital raised its holdings in shares of iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Vicus Capital now owns 33,036 shares of the company’s stock worth $7,006,000 after buying an additional 171 shares in the last quarter. Fiduciary Alliance LLC raised its holdings in shares of iShares S&P 500 Value ETF by 1.7% in the 4th quarter. Fiduciary Alliance LLC now owns 6,048 shares of the company’s stock worth $1,283,000 after buying an additional 99 shares in the last quarter. CarsonAllaria Wealth Management Ltd. acquired a new position in shares of iShares S&P 500 Value ETF in the 4th quarter worth approximately $207,000. Sutton Place Investors LLC raised its holdings in shares of iShares S&P 500 Value ETF by 28.7% in the 4th quarter. Sutton Place Investors LLC now owns 12,810 shares of the company’s stock worth $2,717,000 after buying an additional 2,858 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF by 11.9% in the 4th quarter. Prime Capital Investment Advisors LLC now owns 21,804 shares of the company’s stock worth $4,624,000 after buying an additional 2,312 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.4%

Shares of IVE opened at $217.08 on Friday. iShares S&P 500 Value ETF has a 1 year low of $170.80 and a 1 year high of $223.05. The stock has a 50 day simple moving average of $216.26 and a 200-day simple moving average of $212.68. The stock has a market cap of $47.90 billion, a PE ratio of 20.70 and a beta of 0.87.

About iShares S&P 500 Value ETF

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.