iShares S&P 500 Value ETF $IVE Shares Acquired by Physician Wealth Advisors Inc.

Physician Wealth Advisors Inc. lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 98,761 shares of the company’s stock after buying an additional 7,016 shares during the quarter. iShares S&P 500 Value ETF makes up 2.9% of Physician Wealth Advisors Inc.’s holdings, making the stock its 8th largest position. Physician Wealth Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $20,395,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of IVE. Raleigh Capital Management Inc. boosted its position in iShares S&P 500 Value ETF by 7.4% in the 3rd quarter. Raleigh Capital Management Inc. now owns 9,165 shares of the company’s stock worth $1,893,000 after purchasing an additional 631 shares in the last quarter. Commonwealth Retirement Investments LLC lifted its stake in shares of iShares S&P 500 Value ETF by 0.7% in the 3rd quarter. Commonwealth Retirement Investments LLC now owns 14,614 shares of the company’s stock valued at $3,018,000 after purchasing an additional 108 shares during the period. Murphy Middleton Hinkle & Parker Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 10.9% in the 3rd quarter. Murphy Middleton Hinkle & Parker Inc. now owns 4,263 shares of the company’s stock valued at $880,000 after purchasing an additional 418 shares during the period. Jones Financial Companies Lllp boosted its holdings in iShares S&P 500 Value ETF by 12.4% during the third quarter. Jones Financial Companies Lllp now owns 425,785 shares of the company’s stock worth $87,500,000 after buying an additional 46,917 shares in the last quarter. Finally, A4 Wealth Advisors LLC acquired a new stake in iShares S&P 500 Value ETF during the third quarter valued at $2,872,000.

iShares S&P 500 Value ETF Stock Performance

IVE opened at $219.04 on Tuesday. The company has a fifty day moving average of $214.16 and a two-hundred day moving average of $207.75. The stock has a market capitalization of $49.55 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $219.22.

iShares S&P 500 Value ETF 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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.