iShares S&P 500 Value ETF $IVE is Swmg LLC’s 2nd Largest Position

Swmg LLC increased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 42.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 109,044 shares of the company’s stock after purchasing an additional 32,640 shares during the period. iShares S&P 500 Value ETF makes up approximately 6.7% of Swmg LLC’s portfolio, making the stock its 2nd largest position. Swmg LLC’s holdings in iShares S&P 500 Value ETF were worth $24,215,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in IVE. Envestnet Asset Management Inc. raised its holdings in iShares S&P 500 Value ETF by 5.4% during the third quarter. Envestnet Asset Management Inc. now owns 22,121,389 shares of the company’s stock worth $4,568,288,000 after purchasing an additional 1,137,886 shares in the last quarter. Cassaday & Co Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF by 3,286.8% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 1,153,776 shares of the company’s stock worth $244,681,000 after purchasing an additional 1,119,709 shares in the last quarter. Envestnet Portfolio Solutions Inc. raised its holdings in iShares S&P 500 Value ETF by 47.4% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 2,540,243 shares of the company’s stock worth $538,709,000 after purchasing an additional 816,767 shares in the last quarter. Park Avenue Securities LLC raised its holdings in iShares S&P 500 Value ETF by 40.4% during the fourth quarter. Park Avenue Securities LLC now owns 2,467,550 shares of the company’s stock worth $523,293,000 after purchasing an additional 710,518 shares in the last quarter. Finally, CWM LLC raised its holdings in iShares S&P 500 Value ETF by 37.5% during the fourth quarter. CWM LLC now owns 2,579,248 shares of the company’s stock worth $546,981,000 after purchasing an additional 702,987 shares in the last quarter.

iShares S&P 500 Value ETF Stock Up 0.0%

NYSEARCA IVE opened at $227.99 on Thursday. The stock has a market capitalization of $50.34 billion, a P/E ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a 52-week low of $187.50 and a 52-week high of $228.95. The firm has a 50-day moving average price of $218.58 and a 200 day moving average price of $216.26.

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.