VERITY Wealth Advisors Acquires New Holdings in iShares S&P 500 Value ETF $IVE

VERITY Wealth Advisors purchased a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,452 shares of the company’s stock, valued at approximately $732,000.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after acquiring an additional 112 shares during the last quarter. Great Lakes Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 6,385.7% during the first quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock valued at $83,000 after acquiring an additional 447 shares during the last quarter. Schnieders Capital Management LLC. purchased a new stake in iShares S&P 500 Value ETF during the 2nd quarter worth about $550,000. EFG Asset Management Americas Corp. raised its stake in iShares S&P 500 Value ETF by 11.4% in the 2nd quarter. EFG Asset Management Americas Corp. now owns 5,513 shares of the company’s stock valued at $1,077,000 after purchasing an additional 565 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its stake in iShares S&P 500 Value ETF by 0.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 17,895,697 shares of the company’s stock valued at $3,497,177,000 after purchasing an additional 119,534 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $207.73 on Friday. The stock has a market capitalization of $46.93 billion, a P/E ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $223.05. The firm’s 50-day moving average is $217.73 and its two-hundred day moving average is $211.89.

iShares S&P 500 Value ETF 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.