Rodgers & Associates LTD Has $7.87 Million Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Rodgers & Associates LTD lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 22.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,248 shares of the company’s stock after purchasing an additional 8,262 shares during the quarter. iShares S&P 500 Value ETF accounts for 1.1% of Rodgers & Associates LTD’s portfolio, making the stock its 26th largest position. Rodgers & Associates LTD’s holdings in iShares S&P 500 Value ETF were worth $7,868,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of IVE. Jackson Hole Capital Partners LLC raised its stake in iShares S&P 500 Value ETF by 12.5% during the fourth quarter. Jackson Hole Capital Partners LLC now owns 20,390 shares of the company’s stock worth $3,546,000 after acquiring an additional 2,270 shares in the last quarter. Florin Court Capital LLP acquired a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at $10,242,000. NorthLanding Financial Partners LLC boosted its holdings in iShares S&P 500 Value ETF by 4.9% in the fourth quarter. NorthLanding Financial Partners LLC now owns 10,287 shares of the company’s stock valued at $1,789,000 after acquiring an additional 480 shares during the last quarter. Atria Wealth Solutions Inc. boosted its holdings in iShares S&P 500 Value ETF by 1.8% in the fourth quarter. Atria Wealth Solutions Inc. now owns 72,183 shares of the company’s stock valued at $12,552,000 after acquiring an additional 1,292 shares during the last quarter. Finally, Capital Advisors Ltd. LLC boosted its holdings in iShares S&P 500 Value ETF by 11.7% in the fourth quarter. Capital Advisors Ltd. LLC now owns 34,592 shares of the company’s stock valued at $6,015,000 after acquiring an additional 3,620 shares during the last quarter.

iShares S&P 500 Value ETF Trading Down 0.3 %

iShares S&P 500 Value ETF stock traded down $0.59 during mid-day trading on Thursday, hitting $180.45. The stock had a trading volume of 414,839 shares, compared to its average volume of 967,554. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $187.24. The stock has a market capitalization of $32.33 billion, a PE ratio of 23.38 and a beta of 0.84. The stock has a 50-day simple moving average of $181.32 and a two-hundred day simple moving average of $171.49.

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.