iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by West Wealth Group LLC

West Wealth Group LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 160,052 shares of the company’s stock after purchasing an additional 2,123 shares during the period. iShares S&P 500 Value ETF makes up 10.2% of West Wealth Group LLC’s investment portfolio, making the stock its 2nd largest position. West Wealth Group LLC owned 0.09% of iShares S&P 500 Value ETF worth $31,557,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Palisade Asset Management LLC purchased a new stake in iShares S&P 500 Value ETF during the first quarter worth about $26,000. CarsonAllaria Wealth Management Ltd. boosted its position in iShares S&P 500 Value ETF by 289.5% in the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after buying an additional 110 shares during the period. Northwest Investment Counselors LLC purchased a new position in iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $31,000. Addison Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF by 50.0% in the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after acquiring an additional 93 shares in the last quarter. Finally, TruNorth Capital Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth $65,000.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE traded up $0.60 during mid-day trading on Friday, hitting $198.39. The company had a trading volume of 41,566 shares, compared to its average volume of 678,201. The business’s 50-day simple moving average is $195.36 and its 200 day simple moving average is $187.54. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $201.08. The company has a market capitalization of $35.54 billion, a PE ratio of 23.79 and a beta of 0.81.

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.