Wescott Financial Advisory Group LLC Acquires 1,359 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wescott Financial Advisory Group LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.6% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 31,116 shares of the company’s stock after buying an additional 1,359 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 0.7% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 29th biggest position. Wescott Financial Advisory Group LLC’s holdings in iShares S&P 500 Value ETF were worth $6,135,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Envestnet Asset Management Inc. grew 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 during the period. LPL Financial LLC grew its stake in shares of iShares S&P 500 Value ETF by 4.9% during the 2nd quarter. LPL Financial LLC now owns 4,258,617 shares of the company’s stock valued at $775,111,000 after purchasing an additional 200,427 shares during the period. PNC Financial Services Group Inc. grew its stake in shares of iShares S&P 500 Value ETF by 7.6% during the 3rd quarter. PNC Financial Services Group Inc. now owns 1,975,642 shares of the company’s stock valued at $389,537,000 after purchasing an additional 139,651 shares during the period. Envestnet Portfolio Solutions Inc. grew its stake in shares of iShares S&P 500 Value ETF by 3.4% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 1,424,716 shares of the company’s stock valued at $259,313,000 after purchasing an additional 47,074 shares during the period. Finally, Cetera Investment Advisers grew its stake in shares of iShares S&P 500 Value ETF by 905.6% during the 1st quarter. Cetera Investment Advisers now owns 1,410,516 shares of the company’s stock valued at $263,498,000 after purchasing an additional 1,270,256 shares during the period.

iShares S&P 500 Value ETF Stock Up 0.7 %

iShares S&P 500 Value ETF stock opened at $203.74 on Friday. The business has a 50-day simple moving average of $198.01 and a two-hundred day simple moving average of $190.47. The company has a market cap of $36.50 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52-week low of $163.68 and a 52-week high of $204.00.

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.