RFG Advisory LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 95.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 13,159 shares of the company’s stock after buying an additional 6,423 shares during the period. RFG Advisory LLC’s holdings in iShares S&P 500 Value ETF were worth $2,779,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in IVE. Flagship Private Wealth LLC increased its holdings in shares of iShares S&P 500 Value ETF by 1.1% in the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock worth $901,000 after purchasing an additional 48 shares in the last quarter. Patten & Patten Inc. TN lifted its holdings in shares of iShares S&P 500 Value ETF by 4.8% during the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after purchasing an additional 48 shares in the last quarter. Bernardo Wealth Planning LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after buying an additional 49 shares during the last quarter. Stegner Investment Associates Inc. boosted its position in shares of iShares S&P 500 Value ETF by 0.3% during the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after buying an additional 49 shares during the last quarter. Finally, Rossby Financial LCC increased its holdings in iShares S&P 500 Value ETF by 6.6% in the 4th quarter. Rossby Financial LCC now owns 807 shares of the company’s stock worth $171,000 after buying an additional 50 shares in the last quarter.
iShares S&P 500 Value ETF Stock Performance
Shares of NYSEARCA:IVE opened at $226.52 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $193.55 and a fifty-two week high of $230.05. The business has a 50-day simple moving average of $225.08 and a two-hundred day simple moving average of $218.91. The firm has a market cap of $50.02 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.
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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