Siligmueller & Norvid Wealth Advisors LLC Grows Holdings in iShares S&P 500 Value ETF $IVE

Siligmueller & Norvid Wealth Advisors LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 18.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,186 shares of the company’s stock after buying an additional 4,429 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 2.6% of Siligmueller & Norvid Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position. Siligmueller & Norvid Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $5,825,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. REAP Financial Group LLC increased its holdings in iShares S&P 500 Value ETF by 9.7% in the third quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock valued at $112,000 after purchasing an additional 48 shares during the period. Dumont & Blake Investment Advisors LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.5% in the third quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock valued at $2,229,000 after buying an additional 49 shares during the period. Signal Advisors Wealth LLC raised its position in shares of 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 acquiring an additional 51 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its position in shares of iShares S&P 500 Value ETF by 2.2% during the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,749 shares of the company’s stock worth $537,000 after acquiring an additional 59 shares during the last quarter. Finally, CPC Advisors LLC lifted its stake 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 worth $259,000 after acquiring an additional 59 shares during the period.

iShares S&P 500 Value ETF Stock Performance

iShares S&P 500 Value ETF stock opened at $221.19 on Friday. The firm has a 50 day moving average price of $216.60 and a two-hundred day moving average price of $209.78. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $223.05. The firm has a market cap of $49.97 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

About iShares S&P 500 Value ETF

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.