2,690 iShares S&P 500 Value ETF $IVE Shares Purchased by ASL Financial LLC

ASL Financial LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 58.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,276 shares of the company’s stock after buying an additional 2,690 shares during the period. iShares S&P 500 Value ETF makes up 1.2% of ASL Financial LLC’s investment portfolio, making the stock its 20th largest holding. ASL Financial LLC’s holdings in iShares S&P 500 Value ETF were worth $1,661,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of IVE. West Wealth Group LLC increased its position in shares of iShares S&P 500 Value ETF by 4.0% during the third quarter. West Wealth Group LLC now owns 259,301 shares of the company’s stock worth $59,193,000 after purchasing an additional 10,003 shares in the last quarter. Tempus Wealth Planning LLC boosted its position in shares of iShares S&P 500 Value ETF by 19.6% in the 3rd quarter. Tempus Wealth Planning LLC now owns 14,998 shares of the company’s stock valued at $3,424,000 after purchasing an additional 2,453 shares during the period. Nicollet Investment Management Inc. acquired a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $243,000. First Citizens Bank & Trust Co. grew its stake in iShares S&P 500 Value ETF by 1.6% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 15,255 shares of the company’s stock worth $3,482,000 after buying an additional 235 shares during the last quarter. Finally, XY Planning Network Inc. grew its stake in iShares S&P 500 Value ETF by 7.0% during the 3rd quarter. XY Planning Network Inc. now owns 18,382 shares of the company’s stock worth $4,196,000 after buying an additional 1,200 shares during the last quarter.

iShares S&P 500 Value ETF Stock Down 0.0%

IVE opened at $234.06 on Thursday. The firm has a market cap of $49.53 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a 52 week low of $203.15 and a 52 week high of $239.93. The business’s 50 day moving average is $234.40 and its two-hundred day moving average is $228.37.

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.