Global Retirement Partners LLC Boosts Holdings in iShares S&P 500 Value ETF $IVE

Global Retirement Partners LLC increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 55.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 149,158 shares of the company’s stock after buying an additional 53,375 shares during the period. Global Retirement Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $31,632,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Forum Private Client Group LLC increased its holdings in iShares S&P 500 Value ETF by 4.1% during the fourth quarter. Forum Private Client Group LLC now owns 7,172 shares of the company’s stock worth $1,521,000 after buying an additional 284 shares during the last quarter. Aspen Investment Management Inc purchased a new stake in iShares S&P 500 Value ETF during the fourth quarter worth about $322,000. IFP Advisors Inc boosted its position in iShares S&P 500 Value ETF by 41.8% during the fourth quarter. IFP Advisors Inc now owns 88,919 shares of the company’s stock worth $18,857,000 after purchasing an additional 26,215 shares during the period. Creative Financial Designs Inc. ADV boosted its position in iShares S&P 500 Value ETF by 42.2% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 9,016 shares of the company’s stock worth $1,912,000 after purchasing an additional 2,676 shares during the period. Finally, Forefront Wealth Partners LLC boosted its position in iShares S&P 500 Value ETF by 19.4% during the fourth quarter. Forefront Wealth Partners LLC now owns 15,617 shares of the company’s stock worth $3,312,000 after purchasing an additional 2,533 shares during the period.

iShares S&P 500 Value ETF Stock Up 0.6%

Shares of NYSEARCA:IVE opened at $225.75 on Thursday. The firm has a market capitalization of $49.85 billion, a PE ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a twelve month low of $185.34 and a twelve month high of $225.98. The company has a 50-day moving average price of $217.16 and a two-hundred day moving average price of $215.57.

About iShares S&P 500 Value ETF

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.