Instrumental Wealth LLC lifted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 6.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 70,277 shares of the company’s stock after buying an additional 3,990 shares during the quarter. iShares S&P 500 Value ETF comprises about 9.3% of Instrumental Wealth LLC’s holdings, making the stock its 4th biggest holding. Instrumental Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $15,597,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also modified their holdings of IVE. Simplex Trading LLC purchased a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of iShares S&P 500 Value ETF during the fourth quarter worth about $25,000. Decker Retirement Planning Inc. purchased a new position in shares of iShares S&P 500 Value ETF during the fourth quarter worth about $26,000. United Services Automobile Association acquired a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth about $26,000. Finally, Palisade Asset Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth about $29,000.
iShares S&P 500 Value ETF Stock Performance
iShares S&P 500 Value ETF stock opened at $226.38 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $189.67 and a fifty-two week high of $230.05. The company has a market capitalization of $49.98 billion, a P/E ratio of 20.70 and a beta of 0.82. The stock has a 50-day simple moving average of $224.14 and a 200-day simple moving average of $218.40.
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.
Recommended Stories
- Five stocks we like better than iShares S&P 500 Value ETF
- Aehr Spikes on New Order, But Has Stock Gotten Ahead of Itself?
- Rackspace’s AI Land Grab: Plugging Into the Next Compute Boom
- Satellogic Is Tiny But Its Revenue Growth Is Hard to Ignore
- Why Kroger’s Pullback Could Be a Gift for Patient Investors
Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
