Semus Wealth Partners LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 28.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,352 shares of the company’s stock after purchasing an additional 524 shares during the quarter. Semus Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $464,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also added to or reduced their stakes in IVE. International Assets Investment Management LLC grew its holdings in iShares S&P 500 Value ETF by 18,046.1% in the 3rd quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock worth $262,938,000 after acquiring an additional 1,326,211 shares during the last quarter. Cetera Investment Advisers grew its holdings in iShares S&P 500 Value ETF by 905.6% in the 1st quarter. Cetera Investment Advisers now owns 1,410,516 shares of the company’s stock worth $263,498,000 after acquiring an additional 1,270,256 shares during the last quarter. Sanctuary Advisors LLC bought a new stake in iShares S&P 500 Value ETF in the 2nd quarter worth $82,555,000. Envestnet Asset Management Inc. boosted its stake in shares of iShares S&P 500 Value ETF by 3.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock valued at $2,253,356,000 after purchasing an additional 420,007 shares in the last quarter. Finally, Liberty Wealth Management LLC boosted its stake in shares of iShares S&P 500 Value ETF by 618.4% during the 2nd quarter. Liberty Wealth Management LLC now owns 411,954 shares of the company’s stock valued at $74,980,000 after purchasing an additional 354,613 shares in the last quarter.
iShares S&P 500 Value ETF Trading Down 0.3 %
Shares of IVE opened at $199.51 on Monday. The firm’s 50-day moving average price is $197.20 and its 200-day moving average price is $189.82. The firm has a market capitalization of $35.74 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $161.43 and a 1-year high of $203.67.
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.
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