6,027 iShares S&P 500 Value ETF $IVE Shares Bought by Kwmg LLC

Kwmg LLC raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 138,289 shares of the company’s stock after buying an additional 6,027 shares during the quarter. iShares S&P 500 Value ETF comprises 2.3% of Kwmg LLC’s portfolio, making the stock its 12th biggest holding. Kwmg LLC’s holdings in iShares S&P 500 Value ETF were worth $31,569,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in IVE. Rockwood Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 2.7% during the first quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock valued at $377,000 after purchasing an additional 47 shares during the last quarter. Wealthgarden F.S. LLC increased its stake in iShares S&P 500 Value ETF by 0.9% in the 1st quarter. Wealthgarden F.S. LLC now owns 5,988 shares of the company’s stock worth $1,264,000 after purchasing an additional 53 shares in the last quarter. BTC Capital Management Inc. raised its holdings in iShares S&P 500 Value ETF by 0.3% during the 1st quarter. BTC Capital Management Inc. now owns 19,094 shares of the company’s stock worth $4,032,000 after buying an additional 57 shares during the period. Evergreen Private Wealth LLC raised its holdings in iShares S&P 500 Value ETF by 1.8% during the 1st quarter. Evergreen Private Wealth LLC now owns 3,224 shares of the company’s stock worth $681,000 after buying an additional 57 shares during the period. Finally, Rice Partnership LLC lifted its stake in iShares S&P 500 Value ETF by 17.3% during the first quarter. Rice Partnership LLC now owns 440 shares of the company’s stock valued at $93,000 after buying an additional 65 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.2%

Shares of IVE traded down $0.53 during midday trading on Wednesday, hitting $231.13. The stock had a trading volume of 296,058 shares, compared to its average volume of 945,020. iShares S&P 500 Value ETF has a fifty-two week low of $202.45 and a fifty-two week high of $239.93. The business has a 50-day simple moving average of $234.44 and a two-hundred day simple moving average of $227.39. The firm has a market cap of $48.93 billion, a P/E ratio of 20.70 and a beta of 0.83.

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.