iShares S&P 500 Value ETF $IVE Shares Acquired by Private Trust Co. NA

Private Trust Co. NA lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,341 shares of the company’s stock after purchasing an additional 471 shares during the period. Private Trust Co. NA’s holdings in iShares S&P 500 Value ETF were worth $1,630,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Flow Traders U.S. LLC acquired a new position in shares of iShares S&P 500 Value ETF in the first quarter worth about $7,724,000. Verdence Capital Advisors LLC acquired a new position in iShares S&P 500 Value ETF in the 1st quarter worth about $206,000. Geneos Wealth Management Inc. boosted its position in iShares S&P 500 Value ETF by 5.8% during the first quarter. Geneos Wealth Management Inc. now owns 45,091 shares of the company’s stock worth $8,627,000 after purchasing an additional 2,477 shares in the last quarter. Telos Capital Management Inc. grew its holdings in iShares S&P 500 Value ETF by 5.9% in the first quarter. Telos Capital Management Inc. now owns 16,987 shares of the company’s stock valued at $3,237,000 after purchasing an additional 940 shares during the period. Finally, LVZ Inc. increased its position in shares of iShares S&P 500 Value ETF by 2.0% in the second quarter. LVZ Inc. now owns 449,606 shares of the company’s stock valued at $87,862,000 after buying an additional 8,641 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $206.01 on Friday. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $209.12. The company has a market cap of $41.63 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94. The stock has a 50 day simple moving average of $204.05 and a 200-day simple moving average of $194.49.

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.