Latitude Advisors LLC Boosts Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Latitude Advisors LLC increased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 42.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,657 shares of the company’s stock after purchasing an additional 495 shares during the period. Latitude Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $327,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. CGN Advisors LLC raised its holdings in iShares S&P 500 Value ETF by 3.0% during the second quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock worth $339,000 after purchasing an additional 55 shares in the last quarter. Capital Square LLC increased its holdings in iShares S&P 500 Value ETF by 1.3% in the second quarter. Capital Square LLC now owns 4,339 shares of the company’s stock valued at $816,000 after buying an additional 55 shares in the last quarter. HighMark Wealth Management LLC increased its holdings in iShares S&P 500 Value ETF by 0.7% in the second quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock valued at $1,494,000 after buying an additional 56 shares in the last quarter. Jaffetilchin Investment Partners LLC increased its holdings in iShares S&P 500 Value ETF by 0.8% in the second quarter. Jaffetilchin Investment Partners LLC now owns 7,025 shares of the company’s stock valued at $1,279,000 after buying an additional 57 shares in the last quarter. Finally, WR Wealth Planners LLC increased its holdings in iShares S&P 500 Value ETF by 1.5% in the second quarter. WR Wealth Planners LLC now owns 3,846 shares of the company’s stock valued at $700,000 after buying an additional 57 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.1 %

Shares of iShares S&P 500 Value ETF stock opened at $194.77 on Friday. iShares S&P 500 Value ETF has a 12-month low of $153.65 and a 12-month high of $201.08. The stock has a market cap of $34.89 billion, a PE ratio of 23.79 and a beta of 0.81. The company has a 50-day moving average of $196.05 and a two-hundred day moving average of $188.31.

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.