Orgel Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 8,443 shares of the company’s stock, valued at approximately $1,917,000.
A number of other large investors have also recently made changes to their positions in IVE. Brighton Jones LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.8% during the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after buying an additional 112 shares during the period. Great Lakes Advisors LLC lifted its stake 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 during the period. Schnieders Capital Management LLC. bought a new stake in iShares S&P 500 Value ETF in the second quarter valued at $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 valued at $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 valued at $5,184,000 after acquiring an additional 731 shares in the last quarter.
iShares S&P 500 Value ETF Trading Down 0.3%
Shares of iShares S&P 500 Value ETF stock opened at $236.53 on Tuesday. iShares S&P 500 Value ETF has a 12-month low of $201.22 and a 12-month high of $239.93. The company has a market cap of $49.99 billion, a P/E ratio of 20.70 and a beta of 0.82. The company’s fifty day simple moving average is $232.73 and its two-hundred day simple moving average is $224.69.
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.
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