Orion Porfolio Solutions LLC Has $26.98 Million Stock Holdings in iShares S&P 500 Value ETF $IVE

Orion Porfolio Solutions LLC lowered its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 130,648 shares of the company’s stock after selling 3,158 shares during the quarter. Orion Porfolio Solutions LLC owned approximately 0.06% of iShares S&P 500 Value ETF worth $26,980,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. IFG Advisory LLC increased its position in shares of iShares S&P 500 Value ETF by 88.8% during the 3rd quarter. IFG Advisory LLC now owns 38,454 shares of the company’s stock worth $7,941,000 after purchasing an additional 18,087 shares during the last quarter. Twin Focus Capital Partners LLC grew its stake in shares of iShares S&P 500 Value ETF by 134.4% in the third quarter. Twin Focus Capital Partners LLC now owns 14,708 shares of the company’s stock valued at $3,037,000 after buying an additional 8,432 shares in the last quarter. Diversified Portfolios Inc. increased its holdings in iShares S&P 500 Value ETF by 2.0% during the third quarter. Diversified Portfolios Inc. now owns 7,225 shares of the company’s stock worth $1,492,000 after buying an additional 144 shares during the last quarter. American Wealth Advisors LLC bought a new stake in iShares S&P 500 Value ETF during the third quarter worth $11,568,000. Finally, JT Stratford LLC raised its position in iShares S&P 500 Value ETF by 6.8% during the third quarter. JT Stratford LLC now owns 5,020 shares of the company’s stock worth $1,037,000 after acquiring an additional 319 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE opened at $220.76 on Thursday. The firm has a 50-day moving average of $217.99 and a 200-day moving average of $211.08. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $223.05. The company has a market cap of $49.87 billion, a PE ratio of 20.70 and a beta of 0.89.

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.