Physician Wealth Advisors Inc. increased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 2.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 122,587 shares of the company’s stock after acquiring an additional 3,177 shares during the quarter. iShares S&P 500 Value ETF comprises about 3.2% of Physician Wealth Advisors Inc.’s investment portfolio, making the stock its 7th biggest position. Physician Wealth Advisors Inc. owned about 0.06% of iShares S&P 500 Value ETF worth $27,984,000 at the end of the most recent reporting period.
Other institutional investors have also recently bought and sold shares of the company. RMG Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF during the 1st quarter worth $27,000. Indiana Trust & Investment Management Co boosted its holdings in iShares S&P 500 Value ETF by 107.6% during the first quarter. Indiana Trust & Investment Management Co now owns 191 shares of the company’s stock valued at $40,000 after acquiring an additional 99 shares during the period. First Bancorp Inc ME acquired a new stake in shares of iShares S&P 500 Value ETF in the second quarter valued at about $45,000. Pension & Wealth Management Advisors Inc. grew its position in shares of iShares S&P 500 Value ETF by 41.8% in the third quarter. Pension & Wealth Management Advisors Inc. now owns 251 shares of the company’s stock valued at $57,000 after purchasing an additional 74 shares during the last quarter. Finally, Montgomery Financial Services LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the second quarter valued at about $64,000.
iShares S&P 500 Value ETF Stock Performance
iShares S&P 500 Value ETF stock opened at $237.20 on Wednesday. The business’s 50-day simple moving average is $234.41 and its 200-day simple moving average is $229.11. The firm has a market capitalization of $50.19 billion, a PE ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a 52 week low of $203.15 and a 52 week high of $239.93.
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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