Thoma Capital Management LLC Acquires 10,803 Shares of iShares S&P 500 Value ETF $IVE

Thoma Capital Management LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 120,937 shares of the company’s stock after buying an additional 10,803 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 15.1% of Thoma Capital Management LLC’s holdings, making the stock its 3rd biggest holding. Thoma Capital Management LLC owned approximately 0.05% of iShares S&P 500 Value ETF worth $25,536,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of IVE. Cassaday & Co Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 3,286.8% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 1,153,776 shares of the company’s stock worth $244,681,000 after acquiring an additional 1,119,709 shares during the period. Morgan Stanley increased its stake in iShares S&P 500 Value ETF by 7.5% in the fourth quarter. Morgan Stanley now owns 15,278,856 shares of the company’s stock valued at $3,240,188,000 after acquiring an additional 1,068,945 shares during the period. JPMorgan Chase & Co. increased its stake in iShares S&P 500 Value ETF by 4.6% in the fourth quarter. JPMorgan Chase & Co. now owns 18,748,246 shares of the company’s stock valued at $3,975,941,000 after acquiring an additional 821,872 shares during the period. Envestnet Portfolio Solutions Inc. raised its position in iShares S&P 500 Value ETF by 47.4% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 2,540,243 shares of the company’s stock worth $538,709,000 after purchasing an additional 816,767 shares in the last quarter. Finally, Park Avenue Securities LLC lifted its stake in iShares S&P 500 Value ETF by 40.4% during the fourth quarter. Park Avenue Securities LLC now owns 2,467,550 shares of the company’s stock worth $523,293,000 after purchasing an additional 710,518 shares during the period.

iShares S&P 500 Value ETF Stock Up 0.0%

Shares of IVE opened at $226.29 on Thursday. The company has a 50-day moving average price of $224.74 and a two-hundred day moving average price of $218.76. The stock has a market cap of $49.96 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 12 month low of $192.17 and a 12 month high of $230.05.

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.