Global Retirement Partners LLC Has $31.63 Million Stock Holdings in iShares S&P 500 Value ETF $IVE

Global Retirement Partners LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 55.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 149,158 shares of the company’s stock after purchasing an additional 53,375 shares during the period. Global Retirement Partners LLC owned about 0.07% of iShares S&P 500 Value ETF worth $31,632,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in IVE. Decker Retirement Planning Inc. purchased a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at about $26,000. United Services Automobile Association purchased a new stake in shares of iShares S&P 500 Value ETF in the second quarter valued at about $26,000. Palisade Asset Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at about $29,000. Ransom Advisory Ltd purchased a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at about $31,000. Finally, Birchbrook Inc. purchased a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at about $31,000.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $225.75 on Thursday. The firm has a 50-day moving average of $217.16 and a 200-day moving average of $215.57. The company has a market cap of $49.85 billion, a P/E ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a one year low of $185.34 and a one year high of $225.98.

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.