iShares S&P 500 Value ETF $IVE Shares Bought by Liberty Wealth Management LLC

Liberty Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 108,331 shares of the company’s stock after buying an additional 3,181 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 3.0% of Liberty Wealth Management LLC’s holdings, making the stock its 10th biggest holding. Liberty Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $22,953,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in IVE. Brighton Jones LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.8% in the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after purchasing an additional 112 shares during the last quarter. Great Lakes Advisors LLC grew its holdings in shares of iShares S&P 500 Value ETF by 6,385.7% in the 1st quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock worth $83,000 after purchasing an additional 447 shares during the last quarter. Schnieders Capital Management LLC. bought a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter worth about $550,000. Russell Investments Group Ltd. grew its holdings in shares of iShares S&P 500 Value ETF by 28.8% in the 2nd quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock worth $416,000 after purchasing an additional 477 shares during the last quarter. Finally, First Trust Advisors LP grew its holdings in iShares S&P 500 Value ETF by 2.8% during the 2nd quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock worth $5,184,000 after acquiring an additional 731 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.1%

Shares of NYSEARCA:IVE opened at $224.77 on Wednesday. iShares S&P 500 Value ETF has a 12 month low of $185.34 and a 12 month high of $225.34. The company’s 50-day moving average price is $216.46 and its two-hundred day moving average price is $214.94. The firm has a market cap of $49.63 billion, a P/E 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.