Sound Income Strategies LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 358.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 15,963 shares of the company’s stock after acquiring an additional 12,480 shares during the period. Sound Income Strategies LLC’s holdings in iShares S&P 500 Value ETF were worth $3,047,000 at the end of the most recent reporting period.
Other large investors also recently made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. increased its stake in iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after purchasing an additional 76 shares during the last quarter. Northwest Investment Counselors LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at about $31,000. Valued Wealth Advisors LLC acquired a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at about $35,000. Perkins Coie Trust Co purchased a new position in iShares S&P 500 Value ETF during the fourth quarter worth approximately $35,000. Finally, Copley Financial Group Inc. purchased a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter worth $36,000.
iShares S&P 500 Value ETF Price Performance
NYSEARCA IVE opened at $196.52 on Friday. The firm has a market capitalization of $35.21 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $172.85 and a 1-year high of $206.63. The business’s 50-day simple moving average is $196.53 and its 200-day simple moving average is $194.34.
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.
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