Concurrent Investment Advisors LLC Buys 1,462 Shares of iShares S&P 500 Value ETF $IVE

Concurrent Investment Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 55,158 shares of the company’s stock after purchasing an additional 1,462 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $10,779,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of IVE. Brighton Jones LLC boosted its stake in shares of iShares S&P 500 Value ETF by 0.8% during the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after purchasing an additional 112 shares in the last quarter. Ferguson Wellman Capital Management Inc. bought a new stake in shares of iShares S&P 500 Value ETF during the 1st quarter valued at about $310,000. Elevation Point Wealth Partners LLC boosted its stake in iShares S&P 500 Value ETF by 40.8% during the first quarter. Elevation Point Wealth Partners LLC now owns 21,118 shares of the company’s stock worth $4,025,000 after acquiring an additional 6,124 shares in the last quarter. Praetorian Wealth Management Inc. boosted its stake in iShares S&P 500 Value ETF by 2.9% during the first quarter. Praetorian Wealth Management Inc. now owns 348,366 shares of the company’s stock worth $66,392,000 after acquiring an additional 9,871 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its stake in iShares S&P 500 Value ETF by 4.1% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 89,050 shares of the company’s stock worth $16,971,000 after acquiring an additional 3,502 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $202.52 on Friday. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $209.12. The company’s 50-day simple moving average is $203.21 and its 200 day simple moving average is $194.00. The firm has a market capitalization of $40.93 billion, a P/E ratio of 20.70 and a beta of 0.94.

About iShares S&P 500 Value ETF

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.