iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Acquired by Tucker Asset Management LLC

Tucker Asset Management LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 90.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 408 shares of the company’s stock after acquiring an additional 194 shares during the quarter. Tucker Asset Management LLC’s holdings in iShares S&P 500 Value ETF were worth $78,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of IVE. LexAurum Advisors LLC boosted its position in iShares S&P 500 Value ETF by 47.2% during the 4th quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock valued at $734,000 after purchasing an additional 1,233 shares during the period. Financial Synergies Wealth Advisors Inc. grew its position in shares of iShares S&P 500 Value ETF by 0.6% during the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after acquiring an additional 160 shares during the last quarter. DAVENPORT & Co LLC increased its holdings in shares of iShares S&P 500 Value ETF by 10.9% in the 4th quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after acquiring an additional 372 shares during the period. Equitable Trust Co. acquired a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter worth about $5,806,000. Finally, Empowered Funds LLC bought a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at about $133,000.

iShares S&P 500 Value ETF Trading Down 1.5 %

NYSEARCA IVE opened at $188.79 on Friday. The company has a 50-day moving average price of $194.16 and a two-hundred day moving average price of $195.97. iShares S&P 500 Value ETF has a 52 week low of $176.09 and a 52 week high of $206.63. The stock has a market cap of $36.76 billion, a price-to-earnings ratio of 21.80 and a beta of 0.94.

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.