Thoma Capital Management LLC Increases Stock Holdings in iShares S&P 500 Value ETF $IVE

Thoma Capital Management LLC increased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 18.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 110,134 shares of the company’s stock after purchasing an additional 17,417 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 13.5% of Thoma Capital Management LLC’s portfolio, making the stock its 3rd biggest holding. Thoma Capital Management LLC’s holdings in iShares S&P 500 Value ETF were worth $23,356,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. REAP Financial Group LLC increased its position in iShares S&P 500 Value ETF by 9.7% during the 3rd quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock worth $112,000 after buying an additional 48 shares during the period. Dumont & Blake Investment Advisors LLC boosted its position 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 acquiring an additional 49 shares during the period. Signal Advisors Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.6% in the third quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock valued at $1,861,000 after acquiring an additional 51 shares during the period. Rossby Financial LCC grew its stake in shares of iShares S&P 500 Value ETF by 7.5% in the third quarter. Rossby Financial LCC now owns 757 shares of the company’s stock valued at $157,000 after acquiring an additional 53 shares in the last quarter. Finally, CPC Advisors LLC grew 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 valued at $259,000 after acquiring an additional 59 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA:IVE opened at $207.73 on Friday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $223.05. The firm’s 50-day simple moving average is $217.73 and its 200 day simple moving average is $211.95. The firm has a market cap of $46.93 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

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.