iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by Catalina Capital Group LLC

Catalina Capital Group LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 8.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,803 shares of the company’s stock after purchasing an additional 295 shares during the period. Catalina Capital Group LLC’s holdings in iShares S&P 500 Value ETF were worth $726,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Chesapeake Wealth Management grew its position in iShares S&P 500 Value ETF by 3.8% during the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after acquiring an additional 50 shares during the period. West Coast Financial LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.3% in the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after purchasing an additional 53 shares during the period. SWP Financial LLC lifted its stake in shares of iShares S&P 500 Value ETF by 0.4% in the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after purchasing an additional 54 shares in the last quarter. GDS Wealth Management grew its holdings in shares of iShares S&P 500 Value ETF by 3.3% during the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after purchasing an additional 56 shares during the period. Finally, Roble Belko & Company Inc increased its position in iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after purchasing an additional 57 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $196.17 on Monday. The firm has a market capitalization of $35.14 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a one year low of $173.01 and a one year high of $206.63. The company’s 50 day moving average price is $196.00 and its 200 day moving average price is $194.94.

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.