Tradition Wealth Management LLC Acquires 12,114 Shares of iShares S&P 500 Value ETF $IVE

Tradition Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 48.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 37,344 shares of the company’s stock after acquiring an additional 12,114 shares during the period. Tradition Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $7,919,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. REAP Financial Group LLC raised its position in shares of iShares S&P 500 Value ETF by 9.7% during the third quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock worth $112,000 after acquiring an additional 48 shares during the last quarter. Flagship Private Wealth LLC boosted its holdings in iShares S&P 500 Value ETF by 1.1% in the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock worth $901,000 after acquiring an additional 48 shares in the last quarter. Patten & Patten Inc. TN raised its stake in shares of iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock worth $222,000 after purchasing an additional 48 shares during the last quarter. Bernardo Wealth Planning LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after purchasing an additional 49 shares during the last quarter. Finally, Stegner Investment Associates Inc. raised its stake in shares of iShares S&P 500 Value ETF by 0.3% in the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock worth $3,457,000 after purchasing an additional 49 shares during the last quarter.

iShares S&P 500 Value ETF Stock Down 1.1%

Shares of iShares S&P 500 Value ETF stock opened at $226.54 on Friday. The company has a market cap of $50.02 billion, a PE ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52 week low of $189.66 and a 52 week high of $229.53. The business has a 50 day moving average price of $221.01 and a 200-day moving average price of $217.08.

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. 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.