Capital Analysts LLC Buys 3,042 Shares of iShares S&P 500 Value ETF $IVE

Capital Analysts LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 83,158 shares of the company’s stock after purchasing an additional 3,042 shares during the quarter. Capital Analysts LLC’s holdings in iShares S&P 500 Value ETF were worth $17,635,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in IVE. Brighton Jones LLC boosted its position 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 valued at $2,679,000 after purchasing an additional 112 shares in the last quarter. Great Lakes Advisors LLC boosted its position in 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 valued at $83,000 after purchasing an additional 447 shares in the last quarter. Schnieders Capital Management LLC. bought a new stake in iShares S&P 500 Value ETF during the second quarter valued at about $550,000. Russell Investments Group Ltd. boosted its position in 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 valued at $416,000 after purchasing an additional 477 shares in the last quarter. Finally, First Trust Advisors LP boosted its position in 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 valued at $5,184,000 after purchasing an additional 731 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $226.51 on Wednesday. The company has a market cap of $50.01 billion, a PE ratio of 20.70 and a beta of 0.82. The business has a 50-day simple moving average of $221.71 and a two-hundred day simple moving average of $217.43. iShares S&P 500 Value ETF has a fifty-two week low of $189.66 and a fifty-two week high of $229.53.

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.