iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by Lion Street Advisors LLC

Lion Street Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 18.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,851 shares of the company’s stock after buying an additional 444 shares during the quarter. Lion Street Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $544,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of IVE. Chesapeake Wealth Management boosted its holdings in shares of iShares S&P 500 Value ETF by 3.8% in the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after acquiring an additional 50 shares during the period. West Coast Financial LLC increased its stake in iShares S&P 500 Value ETF by 0.3% in the fourth quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after purchasing an additional 53 shares during the period. SWP Financial LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.4% in the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after buying an additional 54 shares during the last quarter. GDS Wealth Management grew its holdings in shares of iShares S&P 500 Value ETF by 3.3% during the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after buying an additional 56 shares during the last quarter. Finally, Roble Belko & Company Inc increased its position in iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock valued at $2,145,000 after acquiring an additional 57 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $195.75 on Wednesday. The company has a market cap of $35.07 billion, a PE ratio of 23.79 and a beta of 0.81. The stock has a fifty day moving average price of $195.80 and a 200 day moving average price of $195.02. iShares S&P 500 Value ETF has a 1-year low of $173.01 and a 1-year high of $206.63.

iShares S&P 500 Value ETF 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.