Patriot Financial Group Insurance Agency LLC lifted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 93.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 50,216 shares of the company’s stock after purchasing an additional 24,214 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in iShares S&P 500 Value ETF were worth $10,603,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in IVE. Simplex Trading LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at about $25,000. Hilton Head Capital Partners LLC acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth about $25,000. Decker Retirement Planning Inc. acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth about $26,000. United Services Automobile Association acquired a new position in iShares S&P 500 Value ETF during the second quarter worth about $26,000. Finally, Palisade Asset Management LLC purchased a new position in iShares S&P 500 Value ETF in the third quarter valued at about $29,000.
iShares S&P 500 Value ETF Trading Up 0.2%
IVE stock opened at $226.52 on Friday. The firm has a 50 day moving average of $225.08 and a 200-day moving average of $218.91. iShares S&P 500 Value ETF has a 12-month low of $193.55 and a 12-month high of $230.05. The company has a market cap of $50.02 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.
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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