iShares S&P 500 Value ETF $IVE is Gray Private Wealth LLC’s 9th Largest Position

Gray Private Wealth LLC cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.2% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,429 shares of the company’s stock after selling 217 shares during the period. iShares S&P 500 Value ETF comprises 1.9% of Gray Private Wealth LLC’s holdings, making the stock its 9th largest holding. Gray Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $3,601,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Flagship Private Wealth LLC grew its position in iShares S&P 500 Value ETF by 3.0% in the second quarter. Flagship Private Wealth LLC now owns 4,186 shares of the company’s stock worth $818,000 after acquiring an additional 121 shares in the last quarter. Seros Financial LLC raised its position in iShares S&P 500 Value ETF by 4.3% during the second quarter. Seros Financial LLC now owns 48,803 shares of the company’s stock valued at $9,537,000 after purchasing an additional 2,034 shares during the period. Quattro Financial Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 64.8% in the 2nd quarter. Quattro Financial Advisors LLC now owns 2,886 shares of the company’s stock valued at $564,000 after purchasing an additional 1,135 shares during the last quarter. Hilltop National Bank purchased a new position in shares of iShares S&P 500 Value ETF in the 2nd quarter worth approximately $1,294,000. Finally, Triad Wealth Partners LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 25.3% in the 2nd quarter. Triad Wealth Partners LLC now owns 88,782 shares of the company’s stock worth $17,350,000 after purchasing an additional 17,915 shares during the period.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $207.03 on Friday. The business’s 50 day moving average price is $202.16 and its 200-day moving average price is $193.30. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $207.36. The company has a market cap of $41.56 billion, a P/E ratio of 20.70 and a beta of 0.94.

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.