Triad Wealth Partners LLC Acquires 17,915 Shares of iShares S&P 500 Value ETF $IVE

Triad Wealth Partners LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 25.3% during the second quarter, Holdings Channel reports. The fund owned 88,782 shares of the company’s stock after acquiring an additional 17,915 shares during the quarter. iShares S&P 500 Value ETF comprises about 3.5% of Triad Wealth Partners LLC’s holdings, making the stock its 5th biggest holding. Triad Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $17,350,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Flow Traders U.S. LLC acquired a new position in shares of iShares S&P 500 Value ETF during the 1st quarter worth approximately $7,724,000. Verdence Capital Advisors LLC acquired a new position in iShares S&P 500 Value ETF in the 1st quarter valued at $206,000. Geneos Wealth Management Inc. grew its holdings in iShares S&P 500 Value ETF by 5.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 45,091 shares of the company’s stock valued at $8,627,000 after buying an additional 2,477 shares in the last quarter. Telos Capital Management Inc. grew its holdings in iShares S&P 500 Value ETF by 5.9% in the 1st quarter. Telos Capital Management Inc. now owns 16,987 shares of the company’s stock valued at $3,237,000 after buying an additional 940 shares in the last quarter. Finally, LVZ Inc. grew its holdings in iShares S&P 500 Value ETF by 2.0% in the 2nd quarter. LVZ Inc. now owns 449,606 shares of the company’s stock valued at $87,862,000 after buying an additional 8,641 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $207.03 on Friday. The stock’s fifty day moving average price is $202.16 and its two-hundred day moving average price is $193.30. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $207.36. The firm has a market cap of $41.56 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94.

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.