VestGen Investment Management Boosts Holdings in iShares S&P 500 Value ETF $IVE

VestGen Investment Management grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,593 shares of the company’s stock after purchasing an additional 254 shares during the period. VestGen Investment Management’s holdings in iShares S&P 500 Value ETF were worth $898,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Cloud Capital Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the 1st quarter worth $27,000. Mowery & Schoenfeld Wealth Management LLC purchased a new position in iShares S&P 500 Value ETF in the 1st quarter valued at about $29,000. Harbor Asset Planning Inc. purchased a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at about $30,000. Nemes Rush Group LLC lifted its holdings in iShares S&P 500 Value ETF by 625.0% in the 1st quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $33,000 after purchasing an additional 150 shares in the last quarter. Finally, Flaharty Asset Management LLC purchased a new position in iShares S&P 500 Value ETF in the 1st quarter valued at about $33,000.

iShares S&P 500 Value ETF Trading Up 0.5%

NYSEARCA:IVE opened at $209.86 on Friday. The firm has a market cap of $42.59 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94. The company’s 50-day moving average is $204.84 and its two-hundred day moving average is $195.77. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $210.37.

iShares S&P 500 Value ETF Company 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.