One Wealth Advisors LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 10.9% in the third quarter, HoldingsChannel.com reports. The firm owned 95,997 shares of the company’s stock after purchasing an additional 9,473 shares during the quarter. iShares S&P 500 Value ETF comprises 2.5% of One Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position. One Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $19,824,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of IVE. Marino Stram & Associates LLC boosted its position in iShares S&P 500 Value ETF by 9.4% in the 3rd quarter. Marino Stram & Associates LLC now owns 5,067 shares of the company’s stock valued at $1,046,000 after buying an additional 436 shares during the last quarter. Belpointe Asset Management LLC lifted its stake in shares of iShares S&P 500 Value ETF by 28.3% during the third quarter. Belpointe Asset Management LLC now owns 21,785 shares of the company’s stock valued at $4,499,000 after acquiring an additional 4,807 shares during the period. Riverwater Partners LLC bought a new position in iShares S&P 500 Value ETF in the third quarter valued at about $204,000. Chilton Capital Management LLC acquired a new stake in iShares S&P 500 Value ETF in the third quarter worth about $77,000. Finally, Fortis Capital Advisors LLC acquired a new stake in iShares S&P 500 Value ETF in the third quarter worth about $928,000.
iShares S&P 500 Value ETF Trading Up 0.4%
iShares S&P 500 Value ETF stock opened at $217.14 on Tuesday. The company has a market cap of $49.08 billion, a PE ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $218.44. The company’s 50-day moving average is $213.02 and its two-hundred day moving average is $207.04.
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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Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report).
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