Heritage Family Offices LLP Takes $224,000 Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Heritage Family Offices LLP acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 1,135 shares of the company’s stock, valued at approximately $224,000.

Other large investors have also recently bought and sold shares of the company. Scarborough Advisors LLC bought a new position in iShares S&P 500 Value ETF during the 4th quarter worth $42,000. Fisher Asset Management LLC acquired a new position in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $251,000. Lantz Financial LLC bought a new stake in iShares S&P 500 Value ETF during the first quarter worth $2,483,000. KMG Fiduciary Partners LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 1.5% in the 1st quarter. KMG Fiduciary Partners LLC now owns 72,838 shares of the company’s stock valued at $13,607,000 after purchasing an additional 1,057 shares in the last quarter. Finally, Praetorian Wealth Management Inc. boosted its holdings in shares of iShares S&P 500 Value ETF by 6.5% in the 1st quarter. Praetorian Wealth Management Inc. now owns 320,259 shares of the company’s stock valued at $59,828,000 after purchasing an additional 19,421 shares in the last quarter.

iShares S&P 500 Value ETF Stock Up 0.8 %

iShares S&P 500 Value ETF stock opened at $200.77 on Thursday. The stock has a market cap of $35.97 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12-month low of $147.23 and a 12-month high of $200.98. The business’s 50-day moving average price is $194.04 and its two-hundred day moving average price is $187.01.

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.