iShares S&P 500 Value ETF $IVE Stock Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 55.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 63,851 shares of the company’s stock after acquiring an additional 22,669 shares during the period. Simplicity Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $14,576,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Bank of America Corp DE boosted its position 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 valued at $1,997,009,000 after purchasing an additional 182,358 shares in the last quarter. Lido Advisors LLC increased its holdings in iShares S&P 500 Value ETF by 4.4% in the first quarter. Lido Advisors LLC now owns 1,944,079 shares of the company’s stock worth $410,493,000 after purchasing an additional 81,088 shares in the last quarter. Royal Bank of Canada increased its holdings in iShares S&P 500 Value ETF by 3.6% in the first quarter. Royal Bank of Canada now owns 1,396,602 shares of the company’s stock worth $294,892,000 after purchasing an additional 48,869 shares in the last quarter. Cassaday & Co Wealth Management LLC increased its holdings in iShares S&P 500 Value ETF by 3.8% in the first quarter. Cassaday & Co Wealth Management LLC now owns 1,197,963 shares of the company’s stock worth $252,950,000 after purchasing an additional 44,187 shares in the last quarter. Finally, Sofi Wealth LLC lifted its stake in iShares S&P 500 Value ETF by 0.4% in the first quarter. Sofi Wealth LLC now owns 979,965 shares of the company’s stock valued at $206,920,000 after buying an additional 4,340 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $238.12 on Friday. iShares S&P 500 Value ETF has a 52-week low of $203.15 and a 52-week high of $239.93. The business’s 50 day moving average price is $234.46 and its two-hundred day moving average price is $229.55. The firm has a market cap of $50.41 billion, a PE ratio of 20.70 and a beta of 0.83.

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.