iShares S&P 500 Value ETF $IVE Shares Acquired by Rothschild Wealth LLC

Rothschild Wealth LLC boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 72.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 116,756 shares of the company’s stock after purchasing an additional 49,101 shares during the period. iShares S&P 500 Value ETF accounts for about 3.0% of Rothschild Wealth LLC’s portfolio, making the stock its 2nd biggest holding. Rothschild Wealth LLC owned about 0.05% of iShares S&P 500 Value ETF worth $24,761,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. Envestnet Asset Management Inc. grew its position in shares of iShares S&P 500 Value ETF by 5.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 22,121,389 shares of the company’s stock valued at $4,568,288,000 after buying an additional 1,137,886 shares during the last quarter. Bank of America Corp DE grew its position in shares of iShares S&P 500 Value ETF by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 8,396,957 shares of the company’s stock valued at $1,734,056,000 after buying an additional 72,040 shares during the last quarter. UBS Group AG grew its position in shares of iShares S&P 500 Value ETF by 1.0% in the 3rd quarter. UBS Group AG now owns 3,604,778 shares of the company’s stock valued at $744,423,000 after buying an additional 37,372 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of iShares S&P 500 Value ETF by 19.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,031,014 shares of the company’s stock valued at $591,818,000 after buying an additional 484,782 shares during the last quarter. Finally, CWM LLC grew its position in shares of iShares S&P 500 Value ETF by 37.5% in the 4th quarter. CWM LLC now owns 2,579,248 shares of the company’s stock valued at $546,981,000 after buying an additional 702,987 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $227.92 on Monday. The business’s 50-day moving average price is $219.24 and its two-hundred day moving average price is $216.53. iShares S&P 500 Value ETF has a 12 month low of $187.50 and a 12 month high of $228.95. The firm has a market capitalization of $50.32 billion, a PE ratio of 20.70 and a beta of 0.83.

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.