ORG Partners LLC Boosts Position in iShares S&P 500 Value ETF $IVE

ORG Partners LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 64.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,351 shares of the company’s stock after acquiring an additional 3,277 shares during the quarter. ORG Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $1,820,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of IVE. Dumont & Blake Investment Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.5% during the 3rd quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock worth $2,229,000 after buying an additional 49 shares during the period. Signal Advisors Wealth LLC lifted its stake in shares of iShares S&P 500 Value ETF by 0.6% in the third quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock worth $1,861,000 after buying an additional 51 shares in the last quarter. Harbor Investment Advisory LLC boosted its position in iShares S&P 500 Value ETF by 0.3% during the second quarter. Harbor Investment Advisory LLC now owns 20,113 shares of the company’s stock worth $3,930,000 after acquiring an additional 59 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC grew its stake in iShares S&P 500 Value ETF by 2.2% during the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,749 shares of the company’s stock valued at $537,000 after acquiring an additional 59 shares in the last quarter. Finally, Seneca House Advisors grew its stake in iShares S&P 500 Value ETF by 0.4% during the 2nd quarter. Seneca House Advisors now owns 15,246 shares of the company’s stock valued at $2,979,000 after acquiring an additional 62 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE opened at $217.40 on Friday. The firm has a market capitalization of $49.21 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The company’s 50 day simple moving average is $211.31 and its two-hundred day simple moving average is $205.33. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $217.69.

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.