Valeo Financial Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 0.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,217 shares of the company’s stock after buying an additional 120 shares during the quarter. Valeo Financial Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $3,286,000 at the end of the most recent quarter.
Other institutional investors also recently modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. lifted its stake in iShares S&P 500 Value ETF by 100.0% in the 4th 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. Kentucky Trust Co purchased a new stake in iShares S&P 500 Value ETF in the 4th quarter worth approximately $29,000. Northwest Investment Counselors LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter worth approximately $31,000. Valued Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter worth approximately $35,000. Finally, Perkins Coie Trust Co purchased a new stake in iShares S&P 500 Value ETF in the 4th quarter worth approximately $35,000.
iShares S&P 500 Value ETF Price Performance
NYSEARCA IVE opened at $196.62 on Friday. iShares S&P 500 Value ETF has a 1 year low of $175.71 and a 1 year high of $206.63. The stock has a market capitalization of $35.22 billion, a PE ratio of 23.79 and a beta of 0.81. The company’s 50 day simple moving average is $194.42 and its two-hundred day simple moving average is $195.38.
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.
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