Savvy Advisors Inc. grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,726 shares of the company’s stock after acquiring an additional 135 shares during the period. Savvy Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $537,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also modified their holdings of the company. SageView Advisory Group LLC increased its holdings in shares of iShares S&P 500 Value ETF by 5.5% in the 1st quarter. SageView Advisory Group LLC now owns 7,033 shares of the company’s stock valued at $1,372,000 after acquiring an additional 365 shares during the last quarter. Kingsview Wealth Management LLC boosted its holdings in iShares S&P 500 Value ETF by 32.3% in the 1st quarter. Kingsview Wealth Management LLC now owns 3,219 shares of the company’s stock valued at $601,000 after purchasing an additional 786 shares in the last quarter. HBK Sorce Advisory LLC boosted its position in shares of iShares S&P 500 Value ETF by 1.1% during the 1st quarter. HBK Sorce Advisory LLC now owns 7,772 shares of the company’s stock worth $1,452,000 after purchasing an additional 83 shares in the last quarter. Orion Portfolio Solutions LLC increased its holdings in shares of iShares S&P 500 Value ETF by 934.3% in the 1st quarter. Orion Portfolio Solutions LLC now owns 55,147 shares of the company’s stock valued at $10,302,000 after purchasing an additional 49,815 shares in the last quarter. Finally, Brighton Jones LLC lifted its stake in shares of iShares S&P 500 Value ETF by 3.1% in the first quarter. Brighton Jones LLC now owns 13,693 shares of the company’s stock valued at $2,558,000 after purchasing an additional 410 shares during the period.
iShares S&P 500 Value ETF Stock Performance
IVE opened at $201.04 on Wednesday. iShares S&P 500 Value ETF has a one year low of $157.33 and a one year high of $203.67. The company has a market cap of $36.02 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business’s fifty day moving average is $196.62 and its two-hundred day moving average is $189.23.
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.
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