iShares S&P 500 Value ETF $IVE Shares Bought by Swmg LLC

Swmg LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 16.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,404 shares of the company’s stock after purchasing an additional 10,826 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 4.8% of Swmg LLC’s portfolio, making the stock its 7th largest holding. Swmg LLC’s holdings in iShares S&P 500 Value ETF were worth $15,951,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVE. Brighton Jones LLC boosted its stake in iShares S&P 500 Value ETF by 0.8% during the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after buying an additional 112 shares during the period. Great Lakes Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 6,385.7% in the 1st quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock valued at $83,000 after acquiring an additional 447 shares during the period. Jones Financial Companies Lllp lifted its holdings in shares of iShares S&P 500 Value ETF by 20.6% in the 1st quarter. Jones Financial Companies Lllp now owns 319,118 shares of the company’s stock worth $60,270,000 after acquiring an additional 54,607 shares during the last quarter. BancFirst Trust & Investment Management purchased a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter worth approximately $204,000. Finally, Bush Investment Group LLC increased its holdings in iShares S&P 500 Value ETF by 4.4% in the 2nd quarter. Bush Investment Group LLC now owns 13,677 shares of the company’s stock valued at $2,673,000 after purchasing an additional 573 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.6%

NYSEARCA:IVE opened at $217.40 on Friday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $217.69. The stock’s fifty day moving average is $211.31 and its two-hundred day moving average is $205.41. The stock has a market capitalization of $49.21 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.