Thoma Capital Management LLC Has $25.54 Million Stock Position in iShares S&P 500 Value ETF $IVE

Thoma Capital Management LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 120,937 shares of the company’s stock after purchasing an additional 10,803 shares during the period. iShares S&P 500 Value ETF comprises approximately 15.1% of Thoma Capital Management LLC’s holdings, making the stock its 3rd biggest holding. Thoma Capital Management LLC’s holdings in iShares S&P 500 Value ETF were worth $25,536,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Tranquility Partners LLC increased its position in shares of iShares S&P 500 Value ETF by 2.7% during the 1st quarter. Tranquility Partners LLC now owns 10,453 shares of the company’s stock worth $2,140,000 after purchasing an additional 274 shares in the last quarter. Guyasuta Investment Advisors Inc. boosted its position in iShares S&P 500 Value ETF by 6.5% in the first quarter. Guyasuta Investment Advisors Inc. now owns 2,112 shares of the company’s stock valued at $446,000 after buying an additional 128 shares in the last quarter. Amarillo National Bank grew its stake in iShares S&P 500 Value ETF by 2.7% during the first quarter. Amarillo National Bank now owns 265,494 shares of the company’s stock worth $56,059,000 after buying an additional 7,047 shares during the last quarter. Krilogy Financial LLC grew its stake in iShares S&P 500 Value ETF by 12.3% during the first quarter. Krilogy Financial LLC now owns 6,743 shares of the company’s stock worth $1,474,000 after buying an additional 737 shares during the last quarter. Finally, Discipline Wealth Solutions LLC grew its stake in iShares S&P 500 Value ETF by 3.4% during the first quarter. Discipline Wealth Solutions LLC now owns 8,412 shares of the company’s stock worth $1,776,000 after buying an additional 278 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 0.0%

NYSEARCA IVE opened at $226.29 on Thursday. iShares S&P 500 Value ETF has a 1-year low of $192.17 and a 1-year high of $230.05. The company has a 50 day moving average of $224.74 and a 200-day moving average of $218.76. The firm has a market cap of $49.96 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.

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.