iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by One Wealth Management Investment & Advisory Services LLC

One Wealth Management Investment & Advisory Services LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,633 shares of the company’s stock after buying an additional 537 shares during the period. iShares S&P 500 Value ETF comprises 1.1% of One Wealth Management Investment & Advisory Services LLC’s investment portfolio, making the stock its 19th biggest holding. One Wealth Management Investment & Advisory Services LLC’s holdings in iShares S&P 500 Value ETF were worth $2,845,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of IVE. Palisade Asset Management LLC acquired a new position in iShares S&P 500 Value ETF during the first quarter worth about $26,000. CarsonAllaria Wealth Management Ltd. increased its position in shares of iShares S&P 500 Value ETF by 289.5% in the first quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after buying an additional 110 shares in the last quarter. Vima LLC acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth about $27,000. Northwest Investment Counselors LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the first quarter valued at about $29,000. Finally, Fortis Group Advisors LLC grew its position in shares of iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock valued at $35,000 after purchasing an additional 100 shares during the last quarter.

iShares S&P 500 Value ETF Stock Down 0.9 %

Shares of iShares S&P 500 Value ETF stock traded down $1.69 during trading on Friday, hitting $191.23. 593,318 shares of the company were exchanged, compared to its average volume of 718,682. iShares S&P 500 Value ETF has a fifty-two week low of $147.23 and a fifty-two week high of $196.36. The firm has a 50 day moving average price of $188.23 and a 200 day moving average price of $184.20. The stock has a market capitalization of $34.26 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.