iShares S&P 500 Value ETF $IVE Shares Purchased by Wealth Alliance LLC

Wealth Alliance LLC raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 22.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 102,139 shares of the company’s stock after acquiring an additional 19,057 shares during the period. iShares S&P 500 Value ETF makes up 2.2% of Wealth Alliance LLC’s portfolio, making the stock its 9th biggest holding. Wealth Alliance LLC owned approximately 0.05% of iShares S&P 500 Value ETF worth $19,960,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in IVE. Mowery & Schoenfeld Wealth Management LLC bought a new stake in iShares S&P 500 Value ETF during the 1st quarter valued at approximately $29,000. Harbor Asset Planning Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the second quarter worth approximately $30,000. Nemes Rush Group LLC boosted its position in shares of iShares S&P 500 Value ETF by 625.0% in the first quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $33,000 after acquiring an additional 150 shares during the period. Flaharty Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the first quarter valued at approximately $33,000. Finally, Ryan Investment Management Inc. acquired a new stake in shares of iShares S&P 500 Value ETF in the second quarter worth $36,000.

iShares S&P 500 Value ETF Trading Up 0.9%

Shares of IVE stock opened at $211.21 on Wednesday. The firm has a market capitalization of $43.08 billion, a P/E ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $211.83. The firm’s fifty day simple moving average is $206.35 and its 200 day simple moving average is $198.57.

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.