Curi RMB Capital LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 66.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,014 shares of the company’s stock after buying an additional 2,393 shares during the period. Curi RMB Capital LLC’s holdings in iShares S&P 500 Value ETF were worth $1,186,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Northwest Investment Counselors LLC purchased a new stake in iShares S&P 500 Value ETF during the third quarter valued at approximately $31,000. Valued Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF during the third quarter valued at approximately $35,000. Addison Advisors LLC raised its position in iShares S&P 500 Value ETF by 50.0% during the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock valued at $51,000 after purchasing an additional 93 shares during the period. TruNorth Capital Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the second quarter worth approximately $65,000. Finally, Avondale Wealth Management raised its holdings in shares of iShares S&P 500 Value ETF by 24.8% in the second quarter. Avondale Wealth Management now owns 362 shares of the company’s stock worth $66,000 after buying an additional 72 shares during the period.
iShares S&P 500 Value ETF Stock Performance
Shares of NYSEARCA IVE opened at $199.51 on Friday. The business’s 50 day moving average price is $197.03 and its 200-day moving average price is $189.54. iShares S&P 500 Value ETF has a fifty-two week low of $161.43 and a fifty-two week high of $203.67. The company has a market cap of $35.74 billion, a price-to-earnings 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.
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