Wealthspire Advisors LLC Grows Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealthspire Advisors LLC lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 13.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 35,715 shares of the company’s stock after purchasing an additional 4,244 shares during the period. Wealthspire Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $6,817,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock worth $29,000 after buying an additional 76 shares during the period. Kentucky Trust Co bought a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at approximately $29,000. Centricity Wealth Management LLC purchased a new stake in iShares S&P 500 Value ETF in the fourth quarter worth $34,000. Valued Wealth Advisors LLC bought a new stake in iShares S&P 500 Value ETF in the third quarter valued at $35,000. Finally, Perkins Coie Trust Co purchased a new position in iShares S&P 500 Value ETF during the 4th quarter valued at $35,000.

iShares S&P 500 Value ETF Trading Down 1.0 %

Shares of NYSEARCA IVE opened at $196.39 on Monday. The firm has a fifty day simple moving average of $194.14 and a two-hundred day simple moving average of $195.94. iShares S&P 500 Value ETF has a 12 month low of $176.09 and a 12 month high of $206.63. The firm has a market capitalization of $35.82 billion, a PE ratio of 22.47 and a beta of 0.95.

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.