iShares S&P 500 Value ETF $IVE Shares Acquired by One Wealth Advisors LLC

One Wealth Advisors LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 10.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 95,997 shares of the company’s stock after purchasing an additional 9,473 shares during the period. iShares S&P 500 Value ETF comprises about 2.5% of One Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest position. One Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $19,824,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in IVE. United Services Automobile Association bought a new position in shares of iShares S&P 500 Value ETF in the second quarter valued at approximately $26,000. Harbor Asset Planning Inc. bought a new stake in iShares S&P 500 Value ETF during the 2nd quarter worth approximately $30,000. Tripletail Wealth Management LLC acquired a new stake in iShares S&P 500 Value ETF during the 3rd quarter valued at $37,000. Rossmore Private Capital acquired a new stake in iShares S&P 500 Value ETF during the 3rd quarter valued at $44,000. Finally, Morgan Dempsey Capital Management LLC bought a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at $55,000.

iShares S&P 500 Value ETF Stock Performance

iShares S&P 500 Value ETF stock opened at $217.14 on Tuesday. The business’s fifty day moving average is $213.02 and its two-hundred day moving average is $207.04. The firm has a market cap of $49.08 billion, a P/E ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $218.44.

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.