iShares S&P 500 Value ETF $IVE Shares Acquired by Cary Street Partners Investment Advisory LLC

Cary Street Partners Investment Advisory LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 158.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,099 shares of the company’s stock after buying an additional 4,969 shares during the quarter. Cary Street Partners Investment Advisory LLC’s holdings in iShares S&P 500 Value ETF were worth $1,718,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of IVE. Brighton Jones LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.8% during the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after buying an additional 112 shares in the last quarter. Great Lakes Advisors LLC grew its holdings in shares of iShares S&P 500 Value ETF by 6,385.7% during the first quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock valued at $83,000 after buying an additional 447 shares in the last quarter. Schnieders Capital Management LLC. purchased a new position in shares of iShares S&P 500 Value ETF during the second quarter valued at $550,000. Russell Investments Group Ltd. grew its holdings in shares of iShares S&P 500 Value ETF by 28.8% during the second quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock valued at $416,000 after buying an additional 477 shares in the last quarter. Finally, First Trust Advisors LP grew its holdings in shares of iShares S&P 500 Value ETF by 2.8% during the second quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock valued at $5,184,000 after buying an additional 731 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $228.03 on Tuesday. iShares S&P 500 Value ETF has a 1-year low of $185.34 and a 1-year high of $228.50. The company has a market capitalization of $50.35 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83. The stock’s fifty day simple moving average is $217.96 and its 200-day simple moving average is $215.97.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.