Maia Wealth LLC Raises Stock Position in iShares S&P 500 Value ETF $IVE

Maia Wealth LLC increased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,936 shares of the company’s stock after acquiring an additional 4,489 shares during the quarter. iShares S&P 500 Value ETF comprises 1.5% of Maia Wealth LLC’s holdings, making the stock its 12th biggest position. Maia Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $8,990,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Laurel Wealth Advisors LLC grew its holdings in iShares S&P 500 Value ETF by 19,441.2% in the second quarter. Laurel Wealth Advisors LLC now owns 1,215,465 shares of the company’s stock worth $237,526,000 after purchasing an additional 1,209,245 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 5.4% during the 3rd quarter. Envestnet Asset Management Inc. now owns 22,121,389 shares of the company’s stock valued at $4,568,288,000 after purchasing an additional 1,137,886 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 19.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,031,014 shares of the company’s stock valued at $591,818,000 after purchasing an additional 484,782 shares during the last quarter. EP Wealth Advisors LLC boosted its position in shares of iShares S&P 500 Value ETF by 795.8% in the 2nd quarter. EP Wealth Advisors LLC now owns 373,966 shares of the company’s stock worth $73,081,000 after purchasing an additional 332,218 shares in the last quarter. Finally, MML Investors Services LLC boosted its position in shares of iShares S&P 500 Value ETF by 19.9% in the 2nd quarter. MML Investors Services LLC now owns 1,396,052 shares of the company’s stock worth $272,817,000 after purchasing an additional 231,828 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $211.71 on Friday. The stock’s fifty day moving average price is $218.23 and its 200 day moving average price is $211.64. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $223.05. The company has a market cap of $47.83 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

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.