Liberty Wealth Management LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 108,331 shares of the company’s stock after acquiring an additional 3,181 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 3.0% of Liberty Wealth Management LLC’s holdings, making the stock its 10th biggest holding. Liberty Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $22,953,000 as of its most recent SEC filing.
A number of other hedge funds have also recently added to or reduced their stakes in the stock. Independent Advisor Alliance grew its holdings in iShares S&P 500 Value ETF by 3.7% during the 4th quarter. Independent Advisor Alliance now owns 2,592 shares of the company’s stock worth $550,000 after acquiring an additional 92 shares during the last quarter. World Investment Advisors grew its holdings in iShares S&P 500 Value ETF by 1,368.3% during the 4th quarter. World Investment Advisors now owns 240,141 shares of the company’s stock worth $50,927,000 after acquiring an additional 223,786 shares during the last quarter. Birchbrook Inc. bought a new stake in iShares S&P 500 Value ETF during the 4th quarter worth about $31,000. Life Line Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 13.4% during the 4th quarter. Life Line Wealth Management LLC now owns 1,351 shares of the company’s stock worth $286,000 after acquiring an additional 160 shares during the last quarter. Finally, Washington Trust Bank grew its holdings in iShares S&P 500 Value ETF by 50.6% during the 4th quarter. Washington Trust Bank now owns 2,589 shares of the company’s stock worth $549,000 after acquiring an additional 870 shares during the last quarter.
iShares S&P 500 Value ETF Trading Up 0.1%
Shares of NYSEARCA IVE opened at $224.77 on Wednesday. The firm has a market capitalization of $49.63 billion, a PE ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a 1 year low of $185.34 and a 1 year high of $225.34. The firm’s 50-day moving average is $216.46 and its 200-day moving average is $214.94.
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.
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