Capital Square LLC Makes New Investment in iShares S&P 500 Value ETF $IVE

Capital Square LLC purchased a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 12,649 shares of the company’s stock, valued at approximately $2,916,000. iShares S&P 500 Value ETF accounts for approximately 1.3% of Capital Square LLC’s holdings, making the stock its 18th largest holding.

Several other institutional investors have also modified their holdings of IVE. Simplex Trading LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC purchased a new stake in iShares S&P 500 Value ETF during the 4th quarter worth about $25,000. United Services Automobile Association acquired a new stake in iShares S&P 500 Value ETF in the 2nd quarter valued at about $26,000. RMG Wealth Management LLC acquired a new stake in iShares S&P 500 Value ETF in the 1st quarter valued at about $27,000. Finally, Palisade Asset Management LLC purchased a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $29,000.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $237.24 on Monday. iShares S&P 500 Value ETF has a 1 year low of $201.22 and a 1 year high of $239.93. The stock has a market capitalization of $50.14 billion, a PE ratio of 20.70 and a beta of 0.82. The stock has a 50-day simple moving average of $231.52 and a 200-day simple moving average of $223.99.

iShares S&P 500 Value ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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