Stonebridge Financial Planning Group LLC Raises Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Stonebridge Financial Planning Group LLC boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.2% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 8,405 shares of the company’s stock after acquiring an additional 100 shares during the period. Stonebridge Financial Planning Group LLC’s holdings in iShares S&P 500 Value ETF were worth $1,530,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IVE. Boston Partners grew its stake in iShares S&P 500 Value ETF by 36.9% in the 4th quarter. Boston Partners now owns 1,903 shares of the company’s stock worth $331,000 after acquiring an additional 513 shares during the period. Vanguard Personalized Indexing Management LLC acquired a new position in shares of iShares S&P 500 Value ETF during the 4th quarter valued at $442,000. Beacon Pointe Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 3.3% during the 4th quarter. Beacon Pointe Advisors LLC now owns 87,772 shares of the company’s stock valued at $15,263,000 after acquiring an additional 2,816 shares in the last quarter. First Heartland Consultants Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 32.4% during the 4th quarter. First Heartland Consultants Inc. now owns 36,607 shares of the company’s stock valued at $6,366,000 after acquiring an additional 8,950 shares in the last quarter. Finally, Atlantic Edge Private Wealth Management LLC acquired a new position in shares of iShares S&P 500 Value ETF during the 4th quarter valued at $780,000.

iShares S&P 500 Value ETF Trading Up 0.5 %

NYSEARCA:IVE opened at $193.10 on Friday. The firm has a market capitalization of $34.59 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The firm’s fifty day simple moving average is $189.14 and its 200 day simple moving average is $184.60. iShares S&P 500 Value ETF has a twelve month low of $147.23 and a twelve month high of $196.36.

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.