ORG Partners LLC Boosts Stock Holdings in iShares S&P 500 Value ETF $IVE

ORG Partners LLC grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 81.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,151 shares of the company’s stock after purchasing an additional 6,800 shares during the period. ORG Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $3,213,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. United Services Automobile Association acquired a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter worth $26,000. Palisade Asset Management LLC acquired a new position in iShares S&P 500 Value ETF during the third quarter worth about $29,000. Ransom Advisory Ltd acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth about $31,000. Center for Financial Planning Inc. purchased a new position in iShares S&P 500 Value ETF in the third quarter valued at about $32,000. Finally, Tripletail Wealth Management LLC purchased a new position in iShares S&P 500 Value ETF in the third quarter valued at about $37,000.

iShares S&P 500 Value ETF Stock Performance

IVE stock opened at $207.57 on Monday. The company has a market cap of $46.89 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The firm has a 50 day moving average of $216.98 and a 200-day moving average of $212.26. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $223.05.

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. 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.