Bush Investment Group LLC Has $1.80 Million Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Bush Investment Group LLC lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,126 shares of the company’s stock after buying an additional 374 shares during the period. iShares S&P 500 Value ETF comprises about 1.4% of Bush Investment Group LLC’s investment portfolio, making the stock its 14th largest holding. Bush Investment Group LLC’s holdings in iShares S&P 500 Value ETF were worth $1,799,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of IVE. Northwest Investment Counselors LLC acquired a new position in shares of iShares S&P 500 Value ETF during the third quarter worth about $31,000. Valued Wealth Advisors LLC bought a new stake in iShares S&P 500 Value ETF during the third quarter worth about $35,000. Hobbs Group Advisors LLC bought a new stake in iShares S&P 500 Value ETF during the third quarter worth about $40,000. Addison Advisors LLC raised its holdings in iShares S&P 500 Value ETF by 50.0% during the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after acquiring an additional 93 shares in the last quarter. Finally, Colony Family Offices LLC raised its holdings in iShares S&P 500 Value ETF by 77.3% during the third quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock worth $54,000 after acquiring an additional 119 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

IVE opened at $198.90 on Friday. iShares S&P 500 Value ETF has a 52-week low of $170.13 and a 52-week high of $206.63. The firm has a market capitalization of $35.63 billion, a PE ratio of 23.79 and a beta of 0.81. The business’s 50-day simple moving average is $199.85 and its 200 day simple moving average is $192.17.

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.