My Personal CFO LLC Buys New Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

My Personal CFO LLC purchased a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 490 shares of the company’s stock, valued at approximately $71,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Bessemer Group Inc. boosted its position in shares of iShares S&P 500 Value ETF by 108.4% during the third quarter. Bessemer Group Inc. now owns 7,011 shares of the company’s stock worth $901,000 after acquiring an additional 3,647 shares during the last quarter. IHT Wealth Management LLC grew its position in shares of iShares S&P 500 Value ETF by 18.9% during the third quarter. IHT Wealth Management LLC now owns 9,548 shares of the company’s stock valued at $1,227,000 after purchasing an additional 1,519 shares in the last quarter. FSM Wealth Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF by 62.5% in the third quarter. FSM Wealth Advisors LLC now owns 4,440 shares of the company’s stock worth $571,000 after purchasing an additional 1,708 shares during the last quarter. Summit Financial LLC lifted its position in shares of iShares S&P 500 Value ETF by 33.5% in the third quarter. Summit Financial LLC now owns 7,159 shares of the company’s stock worth $920,000 after buying an additional 1,798 shares in the last quarter. Finally, Strategic Wealth Partners Group LLC boosted its stake in iShares S&P 500 Value ETF by 1.2% during the third quarter. Strategic Wealth Partners Group LLC now owns 355,276 shares of the company’s stock valued at $45,660,000 after buying an additional 4,217 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA:IVE traded down $2.35 during trading hours on Friday, reaching $145.35. The stock had a trading volume of 1,336,970 shares, compared to its average volume of 1,033,192. The stock has a market capitalization of $24.40 billion, a PE ratio of 15.85 and a beta of 0.94. iShares S&P 500 Value ETF has a 52 week low of $127.33 and a 52 week high of $160.30. The company has a 50 day moving average price of $152.28 and a two-hundred day moving average price of $145.58.

iShares S&P 500 Value ETF Profile

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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.