Perigon Wealth Management LLC Has $44.38 Million Holdings in iShares S&P 500 Value ETF $IVE

Perigon Wealth Management LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 41.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 209,252 shares of the company’s stock after acquiring an additional 60,914 shares during the quarter. iShares S&P 500 Value ETF comprises 0.8% of Perigon Wealth Management LLC’s holdings, making the stock its 23rd largest holding. Perigon Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $44,376,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. United Services Automobile Association acquired a new stake in iShares S&P 500 Value ETF in the 2nd quarter valued at $26,000. Palisade Asset Management LLC bought a new stake in iShares S&P 500 Value ETF during the 3rd quarter valued at $29,000. Ransom Advisory Ltd acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth $31,000. Center for Financial Planning Inc. acquired a new position in iShares S&P 500 Value ETF during the third quarter worth $32,000. Finally, Tripletail Wealth Management LLC bought a new position in shares of iShares S&P 500 Value ETF in the third quarter valued at $37,000.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $211.86 on Friday. The stock has a market capitalization of $47.86 billion, a P/E ratio of 20.70 and a beta of 0.89. The company has a 50-day moving average price of $216.53 and a 200-day moving average price of $212.32. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $223.05.

iShares S&P 500 Value ETF Company 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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.