iShares S&P 500 Value ETF (NYSEARCA:IVE) Stock Holdings Increased by Lantz Financial LLC

Lantz Financial LLC grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 15,401 shares of the company’s stock after acquiring an additional 633 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 0.8% of Lantz Financial LLC’s holdings, making the stock its 27th largest position. Lantz Financial LLC’s holdings in iShares S&P 500 Value ETF were worth $2,940,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of IVE. Thurston Springer Miller Herd & Titak Inc. raised its holdings in iShares S&P 500 Value ETF by 100.0% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock worth $29,000 after purchasing an additional 76 shares in the last quarter. Northwest Investment Counselors LLC acquired a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at $31,000. Valued Wealth Advisors LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter worth $35,000. Perkins Coie Trust Co acquired a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at $35,000. Finally, Copley Financial Group Inc. bought a new position in iShares S&P 500 Value ETF during the third quarter valued at about $36,000.

iShares S&P 500 Value ETF Stock Down 0.2 %

NYSEARCA:IVE opened at $196.15 on Friday. The business’s 50-day moving average price is $196.45 and its 200 day moving average price is $194.36. iShares S&P 500 Value ETF has a 52-week low of $173.01 and a 52-week high of $206.63. The firm has a market cap of $35.14 billion, a P/E ratio of 23.79 and a beta of 0.81.

iShares S&P 500 Value ETF 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.