2,320 iShares S&P 500 Value ETF $IVE Shares Bought by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 122,557 shares of the company’s stock after buying an additional 2,320 shares during the quarter. iShares S&P 500 Value ETF comprises 3.4% of Greenup Street Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Greenup Street Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $27,977,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Krilogy Financial LLC raised its stake in iShares S&P 500 Value ETF by 52.0% during the 3rd quarter. Krilogy Financial LLC now owns 10,291 shares of the company’s stock valued at $2,407,000 after purchasing an additional 3,522 shares during the last quarter. CX Institutional grew its position in iShares S&P 500 Value ETF by 7.4% in the 3rd quarter. CX Institutional now owns 215,726 shares of the company’s stock worth $49,246,000 after purchasing an additional 14,951 shares during the last quarter. Amundi grew its position in iShares S&P 500 Value ETF by 18.1% in the 2nd quarter. Amundi now owns 59,900 shares of the company’s stock worth $13,601,000 after purchasing an additional 9,200 shares during the last quarter. Soltis Investment Advisors LLC grew its position in iShares S&P 500 Value ETF by 11.9% in the 3rd quarter. Soltis Investment Advisors LLC now owns 41,801 shares of the company’s stock worth $9,542,000 after purchasing an additional 4,440 shares during the last quarter. Finally, PAX Financial Group LLC increased its holdings in shares of iShares S&P 500 Value ETF by 3.3% during the 1st quarter. PAX Financial Group LLC now owns 144,883 shares of the company’s stock worth $30,592,000 after purchasing an additional 4,640 shares during the period.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA:IVE opened at $239.53 on Friday. The firm’s 50-day moving average is $234.73 and its 200-day moving average is $226.13. The company has a market cap of $50.71 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a 52-week low of $203.15 and a 52-week high of $241.38.

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.