iShares S&P 500 Value ETF $IVE Shares Bought by Beacon Financial Advisory LLC

Beacon Financial Advisory LLC boosted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 14.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,551 shares of the company’s stock after purchasing an additional 689 shares during the period. Beacon Financial Advisory LLC’s holdings in iShares S&P 500 Value ETF were worth $1,085,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVE. Cloud Capital Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the first quarter worth about $27,000. Mowery & Schoenfeld Wealth Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the first quarter worth about $29,000. Nemes Rush Group LLC raised its position in shares of iShares S&P 500 Value ETF by 625.0% in the first quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock worth $33,000 after acquiring an additional 150 shares during the period. Flaharty Asset Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the first quarter worth about $33,000. Finally, IMG Wealth Management Inc. acquired a new position in shares of iShares S&P 500 Value ETF in the first quarter worth about $34,000.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $207.84 on Friday. The firm has a 50-day simple moving average of $202.31 and a two-hundred day simple moving average of $193.45. The company has a market cap of $41.99 billion, a P/E ratio of 20.70 and a beta of 0.94. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $208.86.

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.