Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 11.4% in the fourth quarter, Holdings Channel reports. The firm owned 8,591 shares of the company’s stock after acquiring an additional 876 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors’ holdings in iShares S&P 500 Value ETF were worth $1,640,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also recently made changes to their positions in the company. Ashton Thomas Private Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF by 48.1% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 34,537 shares of the company’s stock valued at $6,592,000 after purchasing an additional 11,219 shares during the period. Strategic Family Wealth Counselors L.L.C. boosted its position in shares of iShares S&P 500 Value ETF by 54.3% in the 4th quarter. Strategic Family Wealth Counselors L.L.C. now owns 2,192 shares of the company’s stock valued at $418,000 after purchasing an additional 771 shares during the period. Callan Family Office LLC boosted its position in shares of iShares S&P 500 Value ETF by 12.0% in the 4th quarter. Callan Family Office LLC now owns 102,346 shares of the company’s stock valued at $19,536,000 after purchasing an additional 10,940 shares during the period. Welch & Forbes LLC boosted its position in shares of iShares S&P 500 Value ETF by 13.0% in the 4th quarter. Welch & Forbes LLC now owns 2,937 shares of the company’s stock valued at $561,000 after purchasing an additional 337 shares during the period. Finally, Pinnacle Wealth Planning Services Inc. boosted its position in shares of iShares S&P 500 Value ETF by 186.1% in the 4th quarter. Pinnacle Wealth Planning Services Inc. now owns 7,374 shares of the company’s stock valued at $1,408,000 after purchasing an additional 4,797 shares during the period.
iShares S&P 500 Value ETF Trading Down 0.6 %
iShares S&P 500 Value ETF stock opened at $192.60 on Friday. iShares S&P 500 Value ETF has a twelve month low of $176.09 and a twelve month high of $206.63. The stock has a 50 day moving average of $194.50 and a two-hundred day moving average of $196.30. The stock has a market capitalization of $35.13 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95.
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.
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