iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Acquired by Lane & Associates LLC

Lane & Associates LLC lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,176 shares of the company’s stock after acquiring an additional 375 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 1.4% of Lane & Associates LLC’s holdings, making the stock its 19th largest position. Lane & Associates LLC’s holdings in iShares S&P 500 Value ETF were worth $2,398,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in IVE. Palisade Asset Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the first quarter worth $26,000. Vima LLC acquired a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $27,000. CarsonAllaria Wealth Management Ltd. increased its position in iShares S&P 500 Value ETF by 289.5% during the first quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock worth $28,000 after buying an additional 110 shares during the last quarter. Northwest Investment Counselors LLC bought a new position in shares of iShares S&P 500 Value ETF in the 1st quarter valued at approximately $29,000. Finally, Fortis Group Advisors LLC lifted its holdings in iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock worth $35,000 after purchasing an additional 100 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.9 %

IVE stock traded up $1.72 during midday trading on Monday, hitting $192.95. 137,472 shares of the company traded hands, compared to its average volume of 715,155. The business has a 50 day simple moving average of $188.23 and a 200-day simple moving average of $184.30. iShares S&P 500 Value ETF has a twelve month low of $147.23 and a twelve month high of $196.36. The stock has a market capitalization of $34.57 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.