iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by Evoke Wealth LLC

Evoke Wealth LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 235,338 shares of the company’s stock after buying an additional 8,216 shares during the period. iShares S&P 500 Value ETF comprises about 1.3% of Evoke Wealth LLC’s holdings, making the stock its 23rd largest position. Evoke Wealth LLC owned 0.13% of iShares S&P 500 Value ETF worth $44,921,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of IVE. Custos Family Office LLC raised its position in shares of iShares S&P 500 Value ETF by 10.6% during the 4th quarter. Custos Family Office LLC now owns 9,867 shares of the company’s stock worth $1,883,000 after acquiring an additional 943 shares in the last quarter. Leelyn Smith LLC acquired a new stake in iShares S&P 500 Value ETF during the fourth quarter worth approximately $220,000. Birnam Oak Advisors LP purchased a new stake in shares of iShares S&P 500 Value ETF during the 4th quarter worth approximately $1,909,000. Axxcess Wealth Management LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 31.9% in the 4th quarter. Axxcess Wealth Management LLC now owns 14,286 shares of the company’s stock valued at $2,727,000 after buying an additional 3,458 shares in the last quarter. Finally, Argent Advisors Inc. grew its position in shares of iShares S&P 500 Value ETF by 4.8% in the 4th quarter. Argent Advisors Inc. now owns 7,178 shares of the company’s stock valued at $1,370,000 after buying an additional 328 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $190.88 on Tuesday. The firm’s fifty day simple moving average is $194.26 and its 200-day simple moving average is $196.19. iShares S&P 500 Value ETF has a 12 month low of $176.09 and a 12 month high of $206.63. The stock has a market capitalization of $37.08 billion, a price-to-earnings ratio of 22.06 and a beta of 0.94.

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.