iShares S&P 500 Value ETF $IVE Stock Purchased by Carret Asset Management LLC

Carret Asset Management LLC grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 211.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 14,236 shares of the company’s stock after purchasing an additional 9,661 shares during the period. Carret Asset Management LLC’s holdings in iShares S&P 500 Value ETF were worth $3,250,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Almanack Investment Partners LLC. boosted its position in iShares S&P 500 Value ETF by 15.6% during the 3rd quarter. Almanack Investment Partners LLC. now owns 2,309 shares of the company’s stock worth $527,000 after purchasing an additional 311 shares during the period. FWG Investments LLC. increased its holdings in iShares S&P 500 Value ETF by 34.0% in the 3rd quarter. FWG Investments LLC. now owns 10,446 shares of the company’s stock valued at $2,385,000 after purchasing an additional 2,653 shares in the last quarter. M Holdings Securities Inc. acquired a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at $2,915,000. Brighton Jones LLC increased its holdings in iShares S&P 500 Value ETF by 7.5% in the 3rd quarter. Brighton Jones LLC now owns 9,954 shares of the company’s stock valued at $2,272,000 after purchasing an additional 695 shares in the last quarter. Finally, StoneX Group Inc. raised its position in iShares S&P 500 Value ETF by 5.6% in the third quarter. StoneX Group Inc. now owns 9,262 shares of the company’s stock valued at $2,122,000 after purchasing an additional 491 shares during the period.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $235.53 on Monday. The business’s 50-day moving average is $234.86 and its two-hundred day moving average is $226.68. iShares S&P 500 Value ETF has a 12 month low of $203.15 and a 12 month high of $244.72. The firm has a market capitalization of $50.06 billion, a PE ratio of 22.47 and a beta of 0.82.

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.