First Heartland Consultants Inc. boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 20.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,135 shares of the company’s stock after purchasing an additional 5,492 shares during the period. First Heartland Consultants Inc.’s holdings in iShares S&P 500 Value ETF were worth $6,815,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of IVE. FLP Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 628.5% during the 3rd quarter. FLP Wealth Management LLC now owns 16,727 shares of the company’s stock worth $3,454,000 after acquiring an additional 14,431 shares during the last quarter. Great Point Wealth Advisors LLC acquired a new position in iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $2,478,000. Detalus Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 3.6% during the third quarter. Detalus Advisors LLC now owns 84,033 shares of the company’s stock valued at $17,354,000 after acquiring an additional 2,909 shares during the last quarter. Curbstone Financial Management Corp bought a new position in shares of iShares S&P 500 Value ETF during the third quarter valued at $564,000. Finally, BIP Wealth LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 185.4% during the third quarter. BIP Wealth LLC now owns 6,001 shares of the company’s stock worth $1,239,000 after purchasing an additional 3,898 shares during the period.
iShares S&P 500 Value ETF Stock Up 0.9%
Shares of iShares S&P 500 Value ETF stock opened at $209.70 on Tuesday. The stock has a market cap of $47.37 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a twelve month low of $165.45 and a twelve month high of $223.05. The company’s fifty day moving average is $217.58 and its 200 day moving average is $212.06.
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.
See Also
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