Wealth Enhancement Advisory Services LLC Takes Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealth Enhancement Advisory Services LLC bought a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 7,553 shares of the company’s stock, valued at approximately $904,000.

Other institutional investors have also made changes to their positions in the company. Bay Harbor Wealth Management LLC grew its stake in shares of iShares S&P 500 Value ETF by 265.8% during the 2nd quarter. Bay Harbor Wealth Management LLC now owns 739 shares of the company’s stock worth $86,000 after acquiring an additional 537 shares during the period. Bank of Stockton grew its stake in shares of iShares S&P 500 Value ETF by 8.9% during the 2nd quarter. Bank of Stockton now owns 9,001 shares of the company’s stock worth $1,049,000 after acquiring an additional 736 shares during the period. Trustcore Financial Services LLC bought a new position in shares of iShares S&P 500 Value ETF during the 1st quarter worth $108,000. Security National Trust Co. grew its stake in shares of iShares S&P 500 Value ETF by 2.6% during the 1st quarter. Security National Trust Co. now owns 36,940 shares of the company’s stock worth $4,165,000 after acquiring an additional 945 shares during the period. Finally, Wealthquest Corp grew its stake in shares of iShares S&P 500 Value ETF by 6.3% during the 1st quarter. Wealthquest Corp now owns 8,113 shares of the company’s stock worth $914,000 after acquiring an additional 479 shares during the period.

Shares of IVE stock traded up $1.73 on Friday, hitting $113.82. 7,386 shares of the stock were exchanged, compared to its average volume of 844,426. iShares S&P 500 Value ETF has a one year low of $94.72 and a one year high of $120.00. The firm’s 50 day moving average is $117.28 and its two-hundred day moving average is $114.45.

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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