iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Acquired by One Wealth Advisors LLC

One Wealth Advisors LLC increased its position in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 3.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,907 shares of the company’s stock after purchasing an additional 1,796 shares during the period. iShares S&P 500 Value ETF accounts for about 1.5% of One Wealth Advisors LLC’s investment portfolio, making the stock its 20th biggest holding. One Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $10,099,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IVE. Thurston Springer Miller Herd & Titak Inc. boosted its stake in iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after acquiring an additional 76 shares during the period. Northwest Investment Counselors LLC acquired a new position in iShares S&P 500 Value ETF during the 3rd quarter valued at approximately $31,000. Valued Wealth Advisors LLC bought a new position in iShares S&P 500 Value ETF during the 3rd quarter worth $35,000. Perkins Coie Trust Co bought a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at $35,000. Finally, Copley Financial Group Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the third quarter valued at $36,000.

iShares S&P 500 Value ETF Stock Down 0.6 %

Shares of NYSEARCA:IVE opened at $196.17 on Monday. The company’s 50-day moving average price is $196.00 and its 200 day moving average price is $194.97. The company has a market cap of $35.14 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a fifty-two week low of $173.01 and a fifty-two week high of $206.63.

iShares S&P 500 Value ETF Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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