Partners Capital Investment Group LLP purchased a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 4,361 shares of the company’s stock, valued at approximately $901,000.
Other large investors have also modified their holdings of the company. Dumont & Blake Investment Advisors LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.5% in the 3rd quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock valued at $2,229,000 after purchasing an additional 49 shares in the last quarter. Signal Advisors Wealth LLC boosted its position in iShares S&P 500 Value ETF by 0.6% during the third quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock worth $1,861,000 after purchasing an additional 51 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC grew its holdings in iShares S&P 500 Value ETF by 2.2% in the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,749 shares of the company’s stock valued at $537,000 after purchasing an additional 59 shares during the period. CPC Advisors LLC increased its position in shares of iShares S&P 500 Value ETF by 4.9% in the third quarter. CPC Advisors LLC now owns 1,255 shares of the company’s stock valued at $259,000 after buying an additional 59 shares in the last quarter. Finally, Pinnacle Associates Ltd. increased its position in shares of iShares S&P 500 Value ETF by 0.8% in the second quarter. Pinnacle Associates Ltd. now owns 8,323 shares of the company’s stock valued at $1,626,000 after buying an additional 62 shares in the last quarter.
iShares S&P 500 Value ETF Price Performance
Shares of IVE stock opened at $216.35 on Friday. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $218.44. The company has a market cap of $48.91 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The stock has a 50 day simple moving average of $212.82 and a 200-day simple moving average of $206.85.
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. 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.
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