Legacy Capital Group California Inc. Buys 167 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Legacy Capital Group California Inc. boosted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,932 shares of the company’s stock after buying an additional 167 shares during the quarter. Legacy Capital Group California Inc.’s holdings in iShares S&P 500 Value ETF were worth $751,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the stock. JMG Financial Group Ltd. lifted its holdings in shares of iShares S&P 500 Value ETF by 1.8% during the fourth quarter. JMG Financial Group Ltd. now owns 5,136 shares of the company’s stock valued at $980,000 after acquiring an additional 91 shares during the period. Financial Harvest LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the 4th quarter worth about $423,000. RPS Advisory Solutions LLC lifted its holdings in iShares S&P 500 Value ETF by 599.9% during the 4th quarter. RPS Advisory Solutions LLC now owns 9,799 shares of the company’s stock valued at $1,870,000 after purchasing an additional 8,399 shares during the last quarter. Concurrent Investment Advisors LLC boosted its position in iShares S&P 500 Value ETF by 109.0% in the fourth quarter. Concurrent Investment Advisors LLC now owns 89,419 shares of the company’s stock valued at $17,068,000 after buying an additional 46,643 shares in the last quarter. Finally, Advyzon Investment Management LLC bought a new stake in iShares S&P 500 Value ETF during the fourth quarter worth about $218,000.

iShares S&P 500 Value ETF Trading Down 0.1 %

NYSEARCA IVE opened at $198.47 on Friday. The firm has a market cap of $36.20 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a 1-year low of $176.09 and a 1-year high of $206.63. The company has a 50 day moving average of $194.17 and a 200-day moving average of $195.65.

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.