Beverly Hills Private Wealth LLC Purchases 400 Shares of iShares S&P 500 Value ETF $IVE

Beverly Hills Private Wealth LLC increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 26.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,920 shares of the company’s stock after acquiring an additional 400 shares during the quarter. Beverly Hills Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $375,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Flow Traders U.S. LLC bought a new position in iShares S&P 500 Value ETF during the first quarter worth $7,724,000. Verdence Capital Advisors LLC bought a new position in iShares S&P 500 Value ETF during the first quarter worth $206,000. Geneos Wealth Management Inc. boosted its stake 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 acquiring an additional 2,477 shares in the last quarter. Telos Capital Management Inc. boosted its stake in iShares S&P 500 Value ETF by 5.9% during the first quarter. Telos Capital Management Inc. now owns 16,987 shares of the company’s stock worth $3,237,000 after acquiring an additional 940 shares in the last quarter. Finally, LVZ Inc. boosted its stake in iShares S&P 500 Value ETF by 2.0% during the second quarter. LVZ Inc. now owns 449,606 shares of the company’s stock worth $87,862,000 after acquiring an additional 8,641 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 1.2%

iShares S&P 500 Value ETF stock opened at $208.42 on Tuesday. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $209.12. The firm has a market capitalization of $42.14 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94. The firm’s fifty day moving average price is $204.25 and its two-hundred day moving average price is $194.84.

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.