iShares S&P 500 Value ETF $IVE is One Wealth Capital Management LLC’s 9th Largest Position

One Wealth Capital Management LLC raised its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 12.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,477 shares of the company’s stock after purchasing an additional 3,362 shares during the quarter. iShares S&P 500 Value ETF makes up about 2.8% of One Wealth Capital Management LLC’s holdings, making the stock its 9th biggest holding. One Wealth Capital Management LLC’s holdings in iShares S&P 500 Value ETF were worth $5,956,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Flow Traders U.S. LLC purchased a new stake in iShares S&P 500 Value ETF in the first quarter worth about $7,724,000. Geneos Wealth Management Inc. increased its stake in iShares S&P 500 Value ETF by 5.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 45,091 shares of the company’s stock valued at $8,627,000 after purchasing an additional 2,477 shares in the last quarter. Verdence Capital Advisors LLC purchased a new position in iShares S&P 500 Value ETF in the first quarter worth about $206,000. LVZ Inc. raised its holdings in iShares S&P 500 Value ETF by 2.0% in the second quarter. LVZ Inc. now owns 449,606 shares of the company’s stock worth $87,862,000 after buying an additional 8,641 shares during the last quarter. Finally, SeaBridge Investment Advisors LLC bought a new position in shares of iShares S&P 500 Value ETF in the second quarter worth approximately $1,290,000.

iShares S&P 500 Value ETF Stock Up 0.4%

NYSEARCA:IVE opened at $207.90 on Friday. The stock has a market cap of $42.40 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The company’s 50 day moving average price is $206.07 and its 200-day moving average price is $197.90. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $211.83.

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.