FWG Investments LLC. grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 34.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,446 shares of the company’s stock after buying an additional 2,653 shares during the period. iShares S&P 500 Value ETF accounts for about 1.1% of FWG Investments LLC.’s holdings, making the stock its 25th biggest holding. FWG Investments LLC.’s holdings in iShares S&P 500 Value ETF were worth $2,385,000 as of its most recent SEC filing.
A number of other hedge funds have also modified their holdings of the business. Gerber Kawasaki Wealth & Investment Management boosted its position in iShares S&P 500 Value ETF by 1.9% during the third quarter. Gerber Kawasaki Wealth & Investment Management now owns 2,377 shares of the company’s stock worth $543,000 after acquiring an additional 44 shares during the last quarter. Client 1ST Advisory Group LLC grew its stake in iShares S&P 500 Value ETF by 1.5% during the 3rd quarter. Client 1ST Advisory Group LLC now owns 3,407 shares of the company’s stock valued at $778,000 after acquiring an additional 50 shares in the last quarter. Wealthgarden F.S. LLC grew its stake in iShares S&P 500 Value ETF by 0.9% during the 1st quarter. Wealthgarden F.S. LLC now owns 5,988 shares of the company’s stock valued at $1,264,000 after acquiring an additional 53 shares in the last quarter. CWA Asset Management Group LLC raised its holdings in iShares S&P 500 Value ETF by 4.5% in the 3rd quarter. CWA Asset Management Group LLC now owns 1,229 shares of the company’s stock valued at $280,000 after acquiring an additional 53 shares during the last quarter. Finally, Aspiriant LLC raised its holdings in iShares S&P 500 Value ETF by 1.3% in the 3rd quarter. Aspiriant LLC now owns 4,489 shares of the company’s stock valued at $1,025,000 after acquiring an additional 59 shares during the last quarter.
iShares S&P 500 Value ETF Price Performance
IVE opened at $235.53 on Monday. The company’s 50 day simple moving average is $234.86 and its two-hundred day simple moving average is $226.68. iShares S&P 500 Value ETF has a 1-year low of $203.15 and a 1-year high of $244.72. The firm has a market capitalization of $50.06 billion, a price-to-earnings ratio of 22.47 and a beta of 0.82.
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.
Featured Stories
- Five stocks we like better than iShares S&P 500 Value ETF
- Lemonade’s Revenue Soars 73%—So Why Did Its Stock Turn Sour After Earnings?
- Anthropic’s S-1 Strengthens the Case for Broadcom’s AI Growth
- After the Midterms, Which of These 3 Defense ETFs Looks Strongest?
- The Ugly Truth Behind SoundHound’s Q3 Results
Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
