Iams Wealth Management LLC Purchases 646 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Iams Wealth Management LLC lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 8.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,452 shares of the company’s stock after purchasing an additional 646 shares during the period. Iams Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $1,666,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of IVE. Palisade Asset Management LLC purchased a new position in iShares S&P 500 Value ETF in the 1st quarter worth approximately $26,000. CarsonAllaria Wealth Management Ltd. lifted its holdings in shares of iShares S&P 500 Value ETF by 289.5% in the first quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock worth $28,000 after buying an additional 110 shares in the last quarter. Northwest Investment Counselors LLC bought a new position in shares of iShares S&P 500 Value ETF during the first quarter worth $29,000. Scarborough Advisors LLC purchased a new position in iShares S&P 500 Value ETF during the fourth quarter valued at $42,000. Finally, Addison Advisors LLC increased its holdings in iShares S&P 500 Value ETF by 50.0% in the 2nd quarter. Addison Advisors LLC now owns 279 shares of the company’s stock valued at $51,000 after acquiring an additional 93 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.7 %

Shares of iShares S&P 500 Value ETF stock opened at $199.79 on Tuesday. The business has a 50-day moving average price of $193.37 and a 200-day moving average price of $186.82. iShares S&P 500 Value ETF has a twelve month low of $147.23 and a twelve month high of $199.93. The firm has a market cap of $35.79 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.