2,813 iShares S&P 500 Value ETF $IVE Shares Purchased by Trek Financial LLC

Trek Financial LLC raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 105,033 shares of the company’s stock after buying an additional 2,813 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 1.1% of Trek Financial LLC’s portfolio, making the stock its 16th biggest position. Trek Financial LLC’s holdings in iShares S&P 500 Value ETF were worth $23,977,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of IVE. RMG Wealth Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the 1st quarter valued at about $27,000. Curry Webb Wealth Management LLC bought a new stake in iShares S&P 500 Value ETF in the 3rd quarter worth approximately $28,000. Indiana Trust & Investment Management Co lifted its position in iShares S&P 500 Value ETF by 107.6% during the first quarter. Indiana Trust & Investment Management Co now owns 191 shares of the company’s stock valued at $40,000 after purchasing an additional 99 shares during the last quarter. First Bancorp Inc ME bought a new stake in iShares S&P 500 Value ETF during the second quarter worth approximately $45,000. Finally, William Mack & Associates Inc. bought a new stake in iShares S&P 500 Value ETF in the third quarter worth $53,000.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA:IVE opened at $239.53 on Monday. The company has a market cap of $50.72 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a twelve month low of $203.15 and a twelve month high of $241.38. The stock has a fifty day simple moving average of $234.73 and a 200-day simple moving average of $226.13.

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.