iShares S&P 500 Value ETF $IVE Stock: Leslie Global Wealth LLC Grows Stake

Leslie Global Wealth LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 110.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,698 shares of the company’s stock after acquiring an additional 10,865 shares during the quarter. iShares S&P 500 Value ETF makes up about 1.7% of Leslie Global Wealth LLC’s investment portfolio, making the stock its 17th largest position. Leslie Global Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $4,725,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in IVE. Apollon Wealth Management LLC raised its holdings in shares of iShares S&P 500 Value ETF by 1.4% in the 3rd quarter. Apollon Wealth Management LLC now owns 91,340 shares of the company’s stock valued at $20,851,000 after purchasing an additional 1,243 shares in the last quarter. ADG Wealth Management Group LLC lifted its position in shares of iShares S&P 500 Value ETF by 1.1% in the 3rd quarter. ADG Wealth Management Group LLC now owns 95,023 shares of the company’s stock worth $21,692,000 after purchasing an additional 1,008 shares during the period. Beacon Capital Management LLC lifted its position in shares of iShares S&P 500 Value ETF by 36.9% in the 3rd quarter. Beacon Capital Management LLC now owns 74,242 shares of the company’s stock worth $16,948,000 after purchasing an additional 20,020 shares during the period. Swmg LLC boosted its stake in shares of iShares S&P 500 Value ETF by 2.4% during the third quarter. Swmg LLC now owns 91,050 shares of the company’s stock valued at $21,804,000 after purchasing an additional 2,097 shares in the last quarter. Finally, Bernardo Wealth Planning LLC boosted its stake in shares of iShares S&P 500 Value ETF by 101.0% during the third quarter. Bernardo Wealth Planning LLC now owns 18,896 shares of the company’s stock valued at $4,314,000 after purchasing an additional 9,493 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $238.85 on Tuesday. The company has a market cap of $50.55 billion, a PE ratio of 20.70 and a beta of 0.83. The firm’s 50 day moving average price is $234.49 and its 200-day moving average price is $225.54. iShares S&P 500 Value ETF has a 52-week low of $203.15 and a 52-week high of $239.93.

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.