Strategic Family Wealth Counselors L.L.C. Has $910,000 Stock Holdings in iShares S&P 500 Value ETF $IVE

Strategic Family Wealth Counselors L.L.C. increased its stake in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 113.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,657 shares of the company’s stock after acquiring an additional 2,472 shares during the quarter. Strategic Family Wealth Counselors L.L.C.’s holdings in iShares S&P 500 Value ETF were worth $910,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the stock. Flow Traders U.S. LLC acquired a new position in iShares S&P 500 Value ETF during the 1st quarter worth approximately $7,724,000. Franklin Resources Inc. increased its holdings in shares of iShares S&P 500 Value ETF by 4.3% during the second quarter. Franklin Resources Inc. now owns 51,715 shares of the company’s stock valued at $10,106,000 after acquiring an additional 2,115 shares in the last quarter. LVZ Inc. raised its position in shares of iShares S&P 500 Value ETF by 2.0% during the second quarter. LVZ Inc. now owns 449,606 shares of the company’s stock worth $87,862,000 after purchasing an additional 8,641 shares during the period. Americana Partners LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 170.7% in the 2nd quarter. Americana Partners LLC now owns 4,090 shares of the company’s stock worth $799,000 after purchasing an additional 2,579 shares in the last quarter. Finally, SeaBridge Investment Advisors LLC bought a new position in shares of iShares S&P 500 Value ETF in the 2nd quarter worth $1,290,000.

iShares S&P 500 Value ETF Trading Down 0.2%

NYSEARCA IVE opened at $212.17 on Friday. The company has a fifty day simple moving average of $208.25 and a 200 day simple moving average of $201.13. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $212.76. The company has a market cap of $43.27 billion, a P/E ratio of 20.70 and a beta of 0.89.

About iShares S&P 500 Value ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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