Bestgate Wealth Advisors LLC purchased a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,158 shares of the company’s stock, valued at approximately $221,000.
Other institutional investors also recently modified their holdings of the company. LexAurum Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF by 47.2% during the fourth quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after buying an additional 1,233 shares in the last quarter. Financial Synergies Wealth Advisors Inc. increased its holdings in shares of iShares S&P 500 Value ETF by 0.6% during the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after buying an additional 160 shares in the last quarter. DAVENPORT & Co LLC increased its holdings in shares of iShares S&P 500 Value ETF by 10.9% during the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after buying an additional 372 shares in the last quarter. Equitable Trust Co. acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter worth $5,806,000. Finally, Empowered Funds LLC acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter worth $133,000.
iShares S&P 500 Value ETF Stock Performance
Shares of NYSEARCA:IVE opened at $189.43 on Wednesday. The company has a fifty day moving average of $194.23 and a 200-day moving average of $196.14. The company has a market capitalization of $36.80 billion, a PE ratio of 22.06 and a beta of 0.94. iShares S&P 500 Value ETF has a 52-week low of $176.09 and a 52-week high of $206.63.
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.
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