Prosperity Consulting Group LLC Grows Holdings in iShares S&P 500 Value ETF $IVE

Prosperity Consulting Group LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 143.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,028 shares of the company’s stock after purchasing an additional 12,962 shares during the period. Prosperity Consulting Group LLC’s holdings in iShares S&P 500 Value ETF were worth $4,651,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the stock. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its holdings in iShares S&P 500 Value ETF by 96.6% during the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock worth $47,492,000 after purchasing an additional 110,058 shares during the period. FLP Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 1,182.9% in the 4th quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock worth $5,082,000 after buying an additional 22,096 shares during the period. Centurion Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 24.7% in the 4th quarter. Centurion Wealth Management LLC now owns 24,643 shares of the company’s stock worth $5,226,000 after buying an additional 4,876 shares during the period. Cassilly Financial Group LLC bought a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth $2,294,000. Finally, Brookstone Capital Management grew its position in shares of iShares S&P 500 Value ETF by 33.8% during the 4th quarter. Brookstone Capital Management now owns 143,272 shares of the company’s stock worth $30,384,000 after buying an additional 36,178 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $232.35 on Friday. iShares S&P 500 Value ETF has a 1-year low of $193.90 and a 1-year high of $232.42. The business has a 50-day moving average price of $227.44 and a 200 day moving average price of $220.63. The company has a market capitalization of $49.10 billion, a P/E ratio of 20.70 and a beta of 0.82.

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. 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.