Twin Peaks Wealth Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 68.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,743 shares of the company’s stock after purchasing an additional 21,818 shares during the period. iShares S&P 500 Value ETF accounts for about 3.5% of Twin Peaks Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest position. Twin Peaks Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $11,909,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently made changes to their positions in the business. Brighton Jones LLC boosted its holdings in iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after acquiring an additional 112 shares in the last quarter. Great Lakes Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 6,385.7% in the first quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock worth $83,000 after acquiring an additional 447 shares in the last quarter. Schnieders Capital Management LLC. bought a new position in iShares S&P 500 Value ETF in the second quarter worth approximately $550,000. Russell Investments Group Ltd. boosted its holdings in iShares S&P 500 Value ETF by 28.8% in the second quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock worth $416,000 after acquiring an additional 477 shares in the last quarter. Finally, First Trust Advisors LP boosted its holdings in iShares S&P 500 Value ETF by 2.8% in the second quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock worth $5,184,000 after acquiring an additional 731 shares in the last quarter.
iShares S&P 500 Value ETF Stock Performance
Shares of NYSEARCA:IVE opened at $226.71 on Tuesday. The business’s 50 day simple moving average is $219.58 and its two-hundred day simple moving average is $216.64. The firm has a market cap of $50.06 billion, a P/E ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a 52-week low of $187.50 and a 52-week high of $228.95.
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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