Atala Financial Inc Makes New $43,000 Investment in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Atala Financial Inc purchased a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 227 shares of the company’s stock, valued at approximately $43,000.

A number of other large investors also recently made changes to their positions in IVE. Chesapeake Wealth Management increased its stake in iShares S&P 500 Value ETF by 3.8% in the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after purchasing an additional 50 shares during the last quarter. West Coast Financial LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.3% during the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after acquiring an additional 53 shares during the last quarter. SWP Financial LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 0.4% during the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after acquiring an additional 54 shares during the period. Roble Belko & Company Inc boosted its position in shares of iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after acquiring an additional 57 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in iShares S&P 500 Value ETF by 1.6% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,788 shares of the company’s stock valued at $723,000 after purchasing an additional 59 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $188.81 on Friday. The firm has a market capitalization of $36.68 billion, a price-to-earnings ratio of 22.06 and a beta of 0.94. iShares S&P 500 Value ETF has a one year low of $176.09 and a one year high of $206.63. The company has a 50 day moving average price of $194.27 and a 200 day moving average price of $196.19.

iShares S&P 500 Value ETF Company 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.