Perigon Wealth Management LLC Boosts Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Perigon Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 13.4% during the 4th quarter, Holdings Channel reports. The firm owned 74,782 shares of the company’s stock after purchasing an additional 8,832 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $14,420,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Sunbelt Securities Inc. grew its holdings in iShares S&P 500 Value ETF by 3.7% during the 2nd quarter. Sunbelt Securities Inc. now owns 38,990 shares of the company’s stock valued at $7,096,000 after buying an additional 1,382 shares during the last quarter. Invst LLC lifted its position in shares of iShares S&P 500 Value ETF by 20.6% in the second quarter. Invst LLC now owns 86,106 shares of the company’s stock valued at $15,590,000 after acquiring an additional 14,711 shares in the last quarter. Regal Investment Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 3.7% during the second quarter. Regal Investment Advisors LLC now owns 28,000 shares of the company’s stock valued at $5,096,000 after acquiring an additional 1,007 shares during the last quarter. High Falls Advisors Inc increased its position in iShares S&P 500 Value ETF by 3.1% during the 2nd quarter. High Falls Advisors Inc now owns 74,353 shares of the company’s stock worth $13,533,000 after purchasing an additional 2,223 shares in the last quarter. Finally, Newport Capital Group LLC acquired a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at about $1,030,000.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $198.12 on Tuesday. The stock has a market capitalization of $35.49 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12-month low of $173.01 and a 12-month high of $206.63. The firm’s 50-day moving average is $196.39 and its two-hundred day moving average is $194.62.

About iShares S&P 500 Value ETF

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.