iShares S&P 500 Value ETF $IVE Shares Purchased by Liberty Wealth Management LLC

Liberty Wealth Management LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 105,150 shares of the company’s stock after purchasing an additional 5,361 shares during the quarter. iShares S&P 500 Value ETF makes up about 3.1% of Liberty Wealth Management LLC’s holdings, making the stock its 9th biggest position. Liberty Wealth Management LLC owned 0.05% of iShares S&P 500 Value ETF worth $21,714,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. FLP Wealth Management LLC increased its position in iShares S&P 500 Value ETF by 628.5% during the third quarter. FLP Wealth Management LLC now owns 16,727 shares of the company’s stock worth $3,454,000 after buying an additional 14,431 shares during the period. Great Point Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at approximately $2,478,000. Curbstone Financial Management Corp purchased a new position in shares of iShares S&P 500 Value ETF during the third quarter worth approximately $564,000. Detalus Advisors LLC grew its position in shares of iShares S&P 500 Value ETF by 3.6% during the third quarter. Detalus Advisors LLC now owns 84,033 shares of the company’s stock worth $17,354,000 after acquiring an additional 2,909 shares during the last quarter. Finally, American Trust acquired a new position in shares of iShares S&P 500 Value ETF in the 2nd quarter valued at $806,000.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA:IVE opened at $216.35 on Friday. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $218.44. The stock has a market cap of $48.91 billion, a P/E ratio of 20.70 and a beta of 0.89. The firm has a fifty day moving average price of $212.82 and a 200 day moving average price of $206.85.

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.