Avidian Wealth Enterprises LLC Has $7.54 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Avidian Wealth Enterprises LLC reduced its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 39,501 shares of the company’s stock after selling 354 shares during the quarter. Avidian Wealth Enterprises LLC’s holdings in iShares S&P 500 Value ETF were worth $7,540,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in IVE. Kentucky Trust Co bought a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth approximately $29,000. Gladstone Institutional Advisory LLC grew its holdings in iShares S&P 500 Value ETF by 16.2% during the 4th quarter. Gladstone Institutional Advisory LLC now owns 117,074 shares of the company’s stock worth $22,347,000 after acquiring an additional 16,296 shares during the period. Alaska Permanent Capital Management raised its position in shares of iShares S&P 500 Value ETF by 52.6% during the 4th quarter. Alaska Permanent Capital Management now owns 20,521 shares of the company’s stock valued at $3,917,000 after acquiring an additional 7,071 shares during the last quarter. Sonata Capital Group Inc. raised its position in shares of iShares S&P 500 Value ETF by 2.0% during the 4th quarter. Sonata Capital Group Inc. now owns 10,337 shares of the company’s stock valued at $1,973,000 after acquiring an additional 206 shares during the last quarter. Finally, New Republic Capital LLC boosted its position in shares of iShares S&P 500 Value ETF by 8.7% in the 4th quarter. New Republic Capital LLC now owns 2,709 shares of the company’s stock worth $517,000 after purchasing an additional 216 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 0.5 %

NYSEARCA:IVE opened at $196.23 on Wednesday. iShares S&P 500 Value ETF has a 1-year low of $173.01 and a 1-year high of $206.63. The firm has a market capitalization of $35.15 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business’s 50-day moving average price is $194.82 and its two-hundred day moving average price is $195.32.

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.