Stone House Investment Management LLC lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 7.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 138,231 shares of the company’s stock after purchasing an additional 9,435 shares during the period. iShares S&P 500 Value ETF accounts for approximately 4.8% of Stone House Investment Management LLC’s investment portfolio, making the stock its 9th biggest holding. Stone House Investment Management LLC owned approximately 0.07% of iShares S&P 500 Value ETF worth $28,546,000 at the end of the most recent reporting period.
A number of other hedge funds have also bought and sold shares of the business. FLP Wealth Management LLC raised its holdings in shares of iShares S&P 500 Value ETF by 628.5% during the third quarter. FLP Wealth Management LLC now owns 16,727 shares of the company’s stock valued at $3,454,000 after purchasing an additional 14,431 shares during the period. Curbstone Financial Management Corp acquired a new position in iShares S&P 500 Value ETF during the 3rd quarter worth approximately $564,000. American Trust bought a new position in iShares S&P 500 Value ETF in the second quarter worth approximately $806,000. Cerity Partners LLC boosted its holdings in iShares S&P 500 Value ETF by 24.7% in the second quarter. Cerity Partners LLC now owns 100,448 shares of the company’s stock worth $19,630,000 after acquiring an additional 19,870 shares in the last quarter. Finally, Franklin Resources Inc. grew its stake in iShares S&P 500 Value ETF by 4.3% in the second quarter. Franklin Resources Inc. now owns 51,715 shares of the company’s stock valued at $10,106,000 after acquiring an additional 2,115 shares during the period.
iShares S&P 500 Value ETF Stock Up 0.6%
NYSEARCA IVE opened at $217.40 on Monday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $217.69. The business has a 50 day moving average price of $211.31 and a 200-day moving average price of $205.50. The company has a market cap of $49.21 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.
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.
Featured Stories
- Five stocks we like better than iShares S&P 500 Value ETF
- Wall Street ‘Sleeper Stock’ Could Become #1 Stock of 2026
- Your Bank Account Is No Longer Safe
- Shots officially fired…
- Do not delete, read immediately
- How a Family Trust May Be Able To Help Preserve Your Wealth
Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
