Kwmg LLC Increases Holdings in iShares S&P 500 Value ETF $IVE

Kwmg LLC boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 119,699 shares of the company’s stock after purchasing an additional 2,582 shares during the period. iShares S&P 500 Value ETF comprises 2.2% of Kwmg LLC’s investment portfolio, making the stock its 11th biggest position. Kwmg LLC owned approximately 0.05% of iShares S&P 500 Value ETF worth $25,385,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Bank Pictet & Cie Europe AG raised its stake in shares of iShares S&P 500 Value ETF by 0.9% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 62,947 shares of the company’s stock worth $13,349,000 after buying an additional 557 shares during the last quarter. SWP Financial LLC grew its stake in iShares S&P 500 Value ETF by 7.2% in the 4th quarter. SWP Financial LLC now owns 14,002 shares of the company’s stock valued at $2,969,000 after acquiring an additional 946 shares during the last quarter. CRA Financial Services LLC increased its holdings in iShares S&P 500 Value ETF by 2.0% during the 4th quarter. CRA Financial Services LLC now owns 8,434 shares of the company’s stock valued at $1,789,000 after acquiring an additional 163 shares in the last quarter. Trinity Wealth Management LLC purchased a new position in iShares S&P 500 Value ETF during the 4th quarter valued at about $229,000. Finally, RCS Financial Planning LLC raised its position in iShares S&P 500 Value ETF by 50.0% during the fourth quarter. RCS Financial Planning LLC now owns 24,695 shares of the company’s stock worth $5,237,000 after acquiring an additional 8,230 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $211.49 on Thursday. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $223.05. The company has a market capitalization of $47.78 billion, a PE ratio of 20.70 and a beta of 0.89. The firm’s 50-day moving average is $216.63 and its two-hundred day moving average is $212.33.

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.