Heritage Financial Services LLC Acquires 1,947 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Heritage Financial Services LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 62.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,044 shares of the company’s stock after acquiring an additional 1,947 shares during the quarter. Heritage Financial Services LLC’s holdings in iShares S&P 500 Value ETF were worth $877,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. IAG Wealth Partners LLC acquired a new position in iShares S&P 500 Value ETF in the fourth quarter valued at about $61,000. Truist Financial Corp boosted its position in iShares S&P 500 Value ETF by 2.8% in the fourth quarter. Truist Financial Corp now owns 386,064 shares of the company’s stock valued at $67,133,000 after buying an additional 10,578 shares in the last quarter. KFA Private Wealth Group LLC boosted its position in iShares S&P 500 Value ETF by 16.5% in the fourth quarter. KFA Private Wealth Group LLC now owns 56,578 shares of the company’s stock valued at $9,838,000 after buying an additional 8,010 shares in the last quarter. Rodgers & Associates LTD boosted its position in iShares S&P 500 Value ETF by 22.3% in the fourth quarter. Rodgers & Associates LTD now owns 45,248 shares of the company’s stock valued at $7,868,000 after buying an additional 8,262 shares in the last quarter. Finally, Jackson Hole Capital Partners LLC boosted its position in iShares S&P 500 Value ETF by 12.5% in the fourth quarter. Jackson Hole Capital Partners LLC now owns 20,390 shares of the company’s stock valued at $3,546,000 after buying an additional 2,270 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 0.2 %

NYSEARCA:IVE opened at $180.15 on Friday. The firm has a market cap of $32.27 billion, a PE ratio of 23.38 and a beta of 0.84. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $187.24. The company’s 50-day moving average price is $181.38 and its two-hundred day moving average price is $171.79.

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.