iShares S&P 500 Value ETF $IVE is SilverOak Wealth Management LLC’s 8th Largest Position

SilverOak Wealth Management LLC raised its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 99,698 shares of the company’s stock after acquiring an additional 2,639 shares during the period. iShares S&P 500 Value ETF makes up approximately 3.3% of SilverOak Wealth Management LLC’s holdings, making the stock its 8th biggest position. SilverOak Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $21,143,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the stock. Envestnet Asset Management Inc. lifted its position in iShares S&P 500 Value ETF by 5.4% during the third quarter. Envestnet Asset Management Inc. now owns 22,121,389 shares of the company’s stock valued at $4,568,288,000 after purchasing an additional 1,137,886 shares during the period. Park Avenue Securities LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 40.4% during the 4th quarter. Park Avenue Securities LLC now owns 2,467,550 shares of the company’s stock valued at $523,293,000 after buying an additional 710,518 shares during the period. CWM LLC boosted its stake in shares of iShares S&P 500 Value ETF by 37.5% in the 4th quarter. CWM LLC now owns 2,579,248 shares of the company’s stock worth $546,981,000 after buying an additional 702,987 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in shares of iShares S&P 500 Value ETF by 19.0% in the second quarter. Ameriprise Financial Inc. now owns 3,031,014 shares of the company’s stock worth $591,818,000 after acquiring an additional 484,782 shares during the period. Finally, Two Sigma Investments LP increased its position in iShares S&P 500 Value ETF by 700.0% during the third quarter. Two Sigma Investments LP now owns 327,200 shares of the company’s stock valued at $67,570,000 after acquiring an additional 286,300 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

IVE stock opened at $219.76 on Wednesday. The company has a market cap of $48.47 billion, a price-to-earnings ratio of 20.70 and a beta of 0.85. The business’s 50-day moving average is $216.02 and its two-hundred day moving average is $213.49. iShares S&P 500 Value ETF has a fifty-two week low of $175.50 and a fifty-two week 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.