Prospera Financial Services Inc lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 14.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,102 shares of the company’s stock after acquiring an additional 3,016 shares during the quarter. Prospera Financial Services Inc’s holdings in iShares S&P 500 Value ETF were worth $4,753,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds have also recently made changes to their positions in the company. O Shaughnessy Asset Management LLC grew its position in iShares S&P 500 Value ETF by 16.5% in the 1st quarter. O Shaughnessy Asset Management LLC now owns 7,303 shares of the company’s stock worth $1,364,000 after purchasing an additional 1,032 shares during the period. Lake Street Advisors Group LLC purchased a new stake in iShares S&P 500 Value ETF during the first quarter valued at $544,000. EP Wealth Advisors LLC lifted its holdings in iShares S&P 500 Value ETF by 0.9% in the first quarter. EP Wealth Advisors LLC now owns 40,438 shares of the company’s stock valued at $7,554,000 after acquiring an additional 358 shares during the period. Axxcess Wealth Management LLC boosted its position in iShares S&P 500 Value ETF by 43.8% in the first quarter. Axxcess Wealth Management LLC now owns 9,063 shares of the company’s stock worth $1,693,000 after purchasing an additional 2,762 shares during the last quarter. Finally, Cadence Bank grew its stake in shares of iShares S&P 500 Value ETF by 0.5% during the 1st quarter. Cadence Bank now owns 15,602 shares of the company’s stock valued at $2,915,000 after purchasing an additional 72 shares during the period.
iShares S&P 500 Value ETF Stock Down 0.5 %
Shares of NYSEARCA:IVE opened at $199.53 on Wednesday. The stock has a market capitalization of $35.75 billion, a PE ratio of 23.79 and a beta of 0.81. The firm’s 50 day moving average price is $197.35 and its 200-day moving average price is $189.97. iShares S&P 500 Value ETF has a twelve month low of $162.43 and a twelve month high of $203.67.
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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