iShares S&P 500 Value ETF (NYSEARCA:IVE) Position Increased by Bank of Stockton

Bank of Stockton boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,195 shares of the company’s stock after acquiring an additional 2,934 shares during the quarter. iShares S&P 500 Value ETF accounts for about 3.5% of Bank of Stockton’s holdings, making the stock its 5th biggest holding. Bank of Stockton’s holdings in iShares S&P 500 Value ETF were worth $10,900,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in IVE. Pinney & Scofield Inc. acquired a new stake in shares of iShares S&P 500 Value ETF during the 4th quarter worth about $26,000. Providence First Trust Co purchased a new position in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $31,000. IMG Wealth Management Inc. acquired a new stake in iShares S&P 500 Value ETF during the first quarter worth approximately $34,000. SJS Investment Consulting Inc. purchased a new stake in shares of iShares S&P 500 Value ETF during the 1st quarter worth approximately $37,000. Finally, Fourth Dimension Wealth LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 1st quarter valued at $38,000.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA:IVE opened at $192.51 on Thursday. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $206.63. The firm has a market capitalization of $38.60 billion, a P/E ratio of 20.88 and a beta of 0.89. The company’s fifty day moving average price is $187.41 and its 200 day moving average price is $190.06.

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.