iShares S&P 500 Value ETF $IVE Stock: Greenup Street Wealth Management LLC Increases Holdings

Greenup Street Wealth Management LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 122,557 shares of the company’s stock after purchasing an additional 2,320 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 3.4% of Greenup Street Wealth Management LLC’s portfolio, making the stock its 9th largest holding. Greenup Street Wealth Management LLC owned 0.06% of iShares S&P 500 Value ETF worth $27,977,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Bank of America Corp DE boosted its holdings in shares of iShares S&P 500 Value ETF by 2.0% during the 1st quarter. Bank of America Corp DE now owns 9,457,775 shares of the company’s stock worth $1,997,009,000 after buying an additional 182,358 shares during the period. Lido Advisors LLC grew its stake in iShares S&P 500 Value ETF by 4.4% in the 1st quarter. Lido Advisors LLC now owns 1,944,079 shares of the company’s stock valued at $410,493,000 after buying an additional 81,088 shares during the last quarter. Park Avenue Securities LLC raised its holdings in iShares S&P 500 Value ETF by 0.3% in the 3rd quarter. Park Avenue Securities LLC now owns 1,816,354 shares of the company’s stock worth $414,637,000 after acquiring an additional 5,323 shares during the period. Royal Bank of Canada raised its holdings in iShares S&P 500 Value ETF by 3.6% in the 1st quarter. Royal Bank of Canada now owns 1,396,602 shares of the company’s stock worth $294,892,000 after acquiring an additional 48,869 shares during the period. Finally, Cassaday & Co Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF by 3.8% in the 1st quarter. Cassaday & Co Wealth Management LLC now owns 1,197,963 shares of the company’s stock worth $252,950,000 after acquiring an additional 44,187 shares during the period.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $239.53 on Friday. The firm has a market cap of $50.71 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a fifty-two week low of $203.15 and a fifty-two week high of $241.38. The firm has a fifty day moving average price of $234.73 and a two-hundred day moving average price 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.