Rothschild Wealth LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 72.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 116,756 shares of the company’s stock after buying an additional 49,101 shares during the period. iShares S&P 500 Value ETF accounts for about 2.4% of Rothschild Wealth LLC’s portfolio, making the stock its 3rd largest holding. Rothschild Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $24,761,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. increased its stake in shares of iShares S&P 500 Value ETF by 4.6% during the 4th quarter. JPMorgan Chase & Co. now owns 18,748,246 shares of the company’s stock worth $3,975,941,000 after purchasing an additional 821,872 shares during the last quarter. Morgan Stanley increased its stake in shares of iShares S&P 500 Value ETF by 7.5% during the 4th quarter. Morgan Stanley now owns 15,278,856 shares of the company’s stock worth $3,240,188,000 after purchasing an additional 1,068,945 shares during the last quarter. Bank of America Corp DE increased its stake in shares of iShares S&P 500 Value ETF by 0.9% during the 3rd quarter. Bank of America Corp DE now owns 8,396,957 shares of the company’s stock worth $1,734,056,000 after purchasing an additional 72,040 shares during the last quarter. Wells Fargo & Company MN increased its stake in shares of iShares S&P 500 Value ETF by 2.0% during the 4th quarter. Wells Fargo & Company MN now owns 6,264,139 shares of the company’s stock worth $1,328,436,000 after purchasing an additional 120,153 shares during the last quarter. Finally, UBS Group AG increased its stake in shares of iShares S&P 500 Value ETF by 1.0% during the 3rd quarter. UBS Group AG now owns 3,604,778 shares of the company’s stock worth $744,423,000 after purchasing an additional 37,372 shares during the last quarter.
iShares S&P 500 Value ETF Price Performance
iShares S&P 500 Value ETF stock opened at $228.98 on Wednesday. The firm has a market capitalization of $50.56 billion, a PE ratio of 20.70 and a beta of 0.82. The company’s 50-day moving average is $223.39 and its 200-day moving average is $218.14. iShares S&P 500 Value ETF has a fifty-two week low of $189.66 and a fifty-two week high of $230.05.
iShares S&P 500 Value ETF Company 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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