1,067 Shares in iShares S&P 500 Value ETF (NYSEARCA:IVE) Acquired by PUREfi Wealth LLC

PUREfi Wealth LLC bought a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,067 shares of the company’s stock, valued at approximately $204,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IVE. LexAurum Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 47.2% during the 4th quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after acquiring an additional 1,233 shares during the last quarter. Financial Synergies Wealth Advisors Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 0.6% during the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock valued at $5,480,000 after buying an additional 160 shares in the last quarter. DAVENPORT & Co LLC lifted its stake in shares of iShares S&P 500 Value ETF by 10.9% during the 4th quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock valued at $722,000 after buying an additional 372 shares in the last quarter. Equitable Trust Co. purchased a new position in shares of iShares S&P 500 Value ETF during the 4th quarter valued at $5,806,000. Finally, EP Wealth Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 3.6% during the 3rd quarter. EP Wealth Advisors LLC now owns 40,055 shares of the company’s stock valued at $7,898,000 after buying an additional 1,387 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

IVE opened at $196.62 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $175.71 and a fifty-two week high of $206.63. The firm’s fifty day moving average is $194.31 and its 200 day moving average is $195.46. The stock has a market cap of $35.22 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.