iShares S&P 500 Value ETF $IVE Shares Purchased by Lifelong Wealth Advisors Inc.

Lifelong Wealth Advisors Inc. lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 56.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 40,007 shares of the company’s stock after purchasing an additional 14,504 shares during the quarter. iShares S&P 500 Value ETF makes up about 2.2% of Lifelong Wealth Advisors Inc.’s holdings, making the stock its 10th biggest position. Lifelong Wealth Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $8,484,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Laurel Wealth Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 19,441.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,215,465 shares of the company’s stock valued at $237,526,000 after purchasing an additional 1,209,245 shares during the last quarter. Envestnet Asset Management Inc. increased its position in iShares S&P 500 Value ETF by 5.4% during the third quarter. Envestnet Asset Management Inc. now owns 22,121,389 shares of the company’s stock worth $4,568,288,000 after buying an additional 1,137,886 shares during the last quarter. Park Avenue Securities LLC raised its holdings in iShares S&P 500 Value ETF by 40.4% during the fourth quarter. Park Avenue Securities LLC now owns 2,467,550 shares of the company’s stock valued at $523,293,000 after buying an additional 710,518 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in iShares S&P 500 Value ETF by 19.0% during the second quarter. Ameriprise Financial Inc. now owns 3,031,014 shares of the company’s stock valued at $591,818,000 after buying an additional 484,782 shares in the last quarter. Finally, EP Wealth Advisors LLC lifted its position in shares of iShares S&P 500 Value ETF by 795.8% in the second quarter. EP Wealth Advisors LLC now owns 373,966 shares of the company’s stock worth $73,081,000 after buying an additional 332,218 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

IVE opened at $210.24 on Wednesday. The company has a market cap of $47.49 billion, a PE ratio of 20.70 and a beta of 0.89. The stock has a 50-day moving average of $217.45 and a 200-day moving average of $212.11. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $223.05.

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. 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.