WCG Wealth Advisors LLC increased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 34.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 52,375 shares of the company’s stock after purchasing an additional 13,509 shares during the quarter. WCG Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $11,109,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Nvest Financial LLC increased its position in shares of iShares S&P 500 Value ETF by 34.4% in the fourth quarter. Nvest Financial LLC now owns 50,118 shares of the company’s stock valued at $10,629,000 after buying an additional 12,814 shares in the last quarter. Syntegra Private Wealth Group LLC lifted its stake in shares of iShares S&P 500 Value ETF by 33.4% in the 4th quarter. Syntegra Private Wealth Group LLC now owns 2,996 shares of the company’s stock valued at $635,000 after purchasing an additional 750 shares during the last quarter. Spectrum Planning & Advisory Services Inc. lifted its stake in iShares S&P 500 Value ETF by 2.1% during the 4th quarter. Spectrum Planning & Advisory Services Inc. now owns 4,457 shares of the company’s stock worth $945,000 after acquiring an additional 91 shares in the last quarter. Bank of New York Mellon Corp lifted its stake in iShares S&P 500 Value ETF by 49.7% during the 4th quarter. Bank of New York Mellon Corp now owns 1,178,292 shares of the company’s stock worth $249,880,000 after acquiring an additional 391,397 shares in the last quarter. Finally, Calton & Associates Inc. lifted its stake in iShares S&P 500 Value ETF by 11.7% during the 4th quarter. Calton & Associates Inc. now owns 14,356 shares of the company’s stock worth $3,044,000 after acquiring an additional 1,504 shares in the last quarter.
iShares S&P 500 Value ETF Price Performance
IVE stock opened at $227.06 on Thursday. The firm has a market capitalization of $50.13 billion, a P/E ratio of 20.70 and a beta of 0.83. The business’s 50-day moving average is $220.33 and its two-hundred day moving average is $216.87. iShares S&P 500 Value ETF has a 1 year low of $189.34 and a 1 year high of $228.95.
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.
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