Oppenheimer & Co. Inc. Has $7.12 Million Stock Position in iShares S&P 500 Value ETF $IVE

Oppenheimer & Co. Inc. boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 17.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,490 shares of the company’s stock after buying an additional 5,014 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in iShares S&P 500 Value ETF were worth $7,123,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. REAP Financial Group LLC grew its holdings in shares of iShares S&P 500 Value ETF by 9.7% during the 3rd quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock valued at $112,000 after purchasing an additional 48 shares during the last quarter. MA Private Wealth increased its holdings in iShares S&P 500 Value ETF by 2.3% in the 3rd quarter. MA Private Wealth now owns 7,501 shares of the company’s stock worth $1,549,000 after purchasing an additional 172 shares in the last quarter. Two West Capital Advisors LLC raised its position in iShares S&P 500 Value ETF by 4.7% in the third quarter. Two West Capital Advisors LLC now owns 7,046 shares of the company’s stock valued at $1,479,000 after purchasing an additional 314 shares during the last quarter. ONE Advisory Partners LLC boosted its stake in shares of iShares S&P 500 Value ETF by 8.1% during the third quarter. ONE Advisory Partners LLC now owns 75,450 shares of the company’s stock valued at $15,415,000 after purchasing an additional 5,652 shares in the last quarter. Finally, Gateway Wealth Partners LLC grew its holdings in shares of iShares S&P 500 Value ETF by 11.7% during the third quarter. Gateway Wealth Partners LLC now owns 22,818 shares of the company’s stock worth $4,712,000 after purchasing an additional 2,396 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $221.54 on Wednesday. The company has a 50 day simple moving average of $215.32 and a 200 day simple moving average of $208.66. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $222.46. The firm has a market cap of $50.05 billion, a PE 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.