iShares S&P 500 Value ETF $IVE Shares Purchased by Chatterton & Associates Inc.

Chatterton & Associates Inc. lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 16.3% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 25,531 shares of the company’s stock after buying an additional 3,586 shares during the quarter. iShares S&P 500 Value ETF comprises 3.9% of Chatterton & Associates Inc.’s holdings, making the stock its 2nd biggest position. Chatterton & Associates Inc.’s holdings in iShares S&P 500 Value ETF were worth $5,542,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Flagship Private Wealth LLC lifted its stake in shares of iShares S&P 500 Value ETF by 1.1% during the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock worth $901,000 after purchasing an additional 48 shares during the period. Patten & Patten Inc. TN grew its position in shares of iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after purchasing an additional 48 shares during the period. Bernardo Wealth Planning LLC increased its stake in iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after purchasing an additional 49 shares during the last quarter. Stegner Investment Associates Inc. increased its stake in iShares S&P 500 Value ETF by 0.3% in the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after purchasing an additional 49 shares during the last quarter. Finally, Rossby Financial LCC increased its stake in iShares S&P 500 Value ETF by 6.6% in the fourth quarter. Rossby Financial LCC now owns 807 shares of the company’s stock valued at $171,000 after purchasing an additional 50 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $226.29 on Thursday. The firm has a market cap of $49.96 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 1-year low of $192.17 and a 1-year high of $230.05. The firm’s 50-day simple moving average is $224.74 and its 200-day simple moving average is $218.76.

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. 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.