iShares S&P 500 Value ETF $IVE Stock Position Lifted by ASL Financial LLC

ASL Financial LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 58.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,276 shares of the company’s stock after buying an additional 2,690 shares during the period. iShares S&P 500 Value ETF comprises 1.2% of ASL Financial LLC’s investment portfolio, making the stock its 20th largest holding. ASL Financial LLC’s holdings in iShares S&P 500 Value ETF were worth $1,661,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in IVE. West Wealth Group LLC boosted its stake in shares of iShares S&P 500 Value ETF by 4.0% in the 3rd quarter. West Wealth Group LLC now owns 259,301 shares of the company’s stock valued at $59,193,000 after buying an additional 10,003 shares during the period. Tempus Wealth Planning LLC increased its stake in shares of iShares S&P 500 Value ETF by 19.6% during the third quarter. Tempus Wealth Planning LLC now owns 14,998 shares of the company’s stock worth $3,424,000 after buying an additional 2,453 shares during the period. Nicollet Investment Management Inc. purchased a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth approximately $243,000. First Citizens Bank & Trust Co. raised its holdings in iShares S&P 500 Value ETF by 1.6% in the third quarter. First Citizens Bank & Trust Co. now owns 15,255 shares of the company’s stock valued at $3,482,000 after acquiring an additional 235 shares in the last quarter. Finally, XY Planning Network Inc. raised its holdings in iShares S&P 500 Value ETF by 7.0% in the third quarter. XY Planning Network Inc. now owns 18,382 shares of the company’s stock valued at $4,196,000 after acquiring an additional 1,200 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 0.0%

Shares of iShares S&P 500 Value ETF stock opened at $234.06 on Thursday. iShares S&P 500 Value ETF has a 52-week low of $203.15 and a 52-week high of $239.93. The company has a 50 day moving average of $234.40 and a 200 day moving average of $228.37. The company has a market capitalization of $49.53 billion, a P/E ratio of 20.70 and a beta of 0.83.

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.