16,785 Shares in iShares S&P 500 Value ETF $IVE Bought by Curtis Wealth Management LLC

Curtis Wealth Management LLC acquired a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) in the fourth quarter, HoldingsChannel reports. The fund acquired 16,785 shares of the company’s stock, valued at approximately $3,645,000. iShares S&P 500 Value ETF accounts for 3.2% of Curtis Wealth Management LLC’s holdings, making the stock its 11th biggest holding.

A number of other institutional investors have also made changes to their positions in IVE. Brighton Jones LLC grew its stake in shares of 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 purchasing an additional 112 shares during the period. Great Lakes Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF by 6,385.7% during the first quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock worth $83,000 after purchasing an additional 447 shares during the period. Schnieders Capital Management LLC. acquired a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth $550,000. Russell Investments Group Ltd. grew its stake in shares of iShares S&P 500 Value ETF by 28.8% during the second quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock worth $416,000 after purchasing an additional 477 shares during the period. Finally, First Trust Advisors LP grew its stake in shares of iShares S&P 500 Value ETF by 2.8% during the second quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock worth $5,184,000 after purchasing an additional 731 shares during the period.

iShares S&P 500 Value ETF Stock Down 1.1%

Shares of iShares S&P 500 Value ETF stock opened at $226.54 on Friday. iShares S&P 500 Value ETF has a 12 month low of $189.66 and a 12 month high of $229.53. The business has a fifty day simple moving average of $221.01 and a 200 day simple moving average of $217.08. The stock has a market cap of $50.02 billion, a PE ratio of 20.70 and a beta of 0.82.

iShares S&P 500 Value ETF 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.