Kestra Private Wealth Services LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 101,103 shares of the company’s stock after acquiring an additional 4,903 shares during the period. Kestra Private Wealth Services LLC’s holdings in iShares S&P 500 Value ETF were worth $21,348,000 at the end of the most recent quarter.
A number of other institutional investors also recently made changes to their positions in the company. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its holdings in shares of iShares S&P 500 Value ETF by 96.6% during the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock valued at $47,492,000 after purchasing an additional 110,058 shares during the last quarter. FLP Wealth Management LLC lifted its stake in iShares S&P 500 Value ETF by 1,182.9% in the 4th quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock valued at $5,082,000 after purchasing an additional 22,096 shares during the last quarter. Centurion Wealth Management LLC lifted its stake in iShares S&P 500 Value ETF by 24.7% in the 4th quarter. Centurion Wealth Management LLC now owns 24,643 shares of the company’s stock valued at $5,226,000 after purchasing an additional 4,876 shares during the last quarter. Cassilly Financial Group LLC acquired a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $2,294,000. Finally, Ausdal Financial Partners Inc. boosted its position in iShares S&P 500 Value ETF by 6.1% in the third quarter. Ausdal Financial Partners Inc. now owns 57,523 shares of the company’s stock valued at $11,879,000 after buying an additional 3,328 shares in the last quarter.
iShares S&P 500 Value ETF Stock Performance
NYSEARCA IVE opened at $226.29 on Thursday. The firm’s fifty day moving average price is $224.74 and its two-hundred day moving average price is $218.76. The stock has a market cap of $49.96 billion, a PE ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a fifty-two week low of $192.17 and a fifty-two week high of $230.05.
iShares S&P 500 Value ETF 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.
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