iShares S&P 500 Value ETF (NYSEARCA:IVE) Stock Position Lifted by West Wealth Group LLC

West Wealth Group LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 171,204 shares of the company’s stock after acquiring an additional 11,152 shares during the quarter. iShares S&P 500 Value ETF accounts for about 9.8% of West Wealth Group LLC’s investment portfolio, making the stock its 2nd largest holding. West Wealth Group LLC owned approximately 0.10% of iShares S&P 500 Value ETF worth $32,680,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Stifel Financial Corp grew its stake in shares of iShares S&P 500 Value ETF by 2.5% in the third quarter. Stifel Financial Corp now owns 2,488,560 shares of the company’s stock worth $490,670,000 after purchasing an additional 60,868 shares during the last quarter. PNC Financial Services Group Inc. lifted its holdings in iShares S&P 500 Value ETF by 7.6% in the 3rd quarter. PNC Financial Services Group Inc. now owns 1,975,642 shares of the company’s stock worth $389,537,000 after buying an additional 139,651 shares during the period. International Assets Investment Management LLC grew its position in shares of iShares S&P 500 Value ETF by 18,046.1% in the 3rd quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock worth $262,938,000 after buying an additional 1,326,211 shares during the last quarter. Huntington National Bank increased its stake in shares of iShares S&P 500 Value ETF by 6.9% during the third quarter. Huntington National Bank now owns 1,045,926 shares of the company’s stock valued at $206,225,000 after buying an additional 67,448 shares during the period. Finally, Park Avenue Securities LLC raised its holdings in shares of iShares S&P 500 Value ETF by 5.8% during the fourth quarter. Park Avenue Securities LLC now owns 947,689 shares of the company’s stock valued at $180,895,000 after acquiring an additional 51,773 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.2 %

NYSEARCA:IVE opened at $196.15 on Monday. iShares S&P 500 Value ETF has a 12 month low of $173.01 and a 12 month high of $206.63. The company has a 50-day moving average price of $196.39 and a 200-day moving average price of $194.62. The stock has a market cap of $35.14 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.