Stage Harbor Financial LLC Invests $751,000 in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Stage Harbor Financial LLC bought a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 3,786 shares of the company’s stock, valued at approximately $751,000. iShares S&P 500 Value ETF comprises 0.6% of Stage Harbor Financial LLC’s investment portfolio, making the stock its 19th largest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of IVE. Scarborough Advisors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth about $42,000. Fisher Asset Management LLC acquired a new stake in iShares S&P 500 Value ETF during the 4th quarter valued at $251,000. Clearview Wealth Advisors LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the first quarter valued at $1,709,000. Signal Advisors Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF by 118.1% in the first quarter. Signal Advisors Wealth LLC now owns 14,476 shares of the company’s stock worth $2,704,000 after buying an additional 7,839 shares during the period. Finally, Lantz Financial LLC purchased a new position in shares of iShares S&P 500 Value ETF during the first quarter valued at $2,483,000.

iShares S&P 500 Value ETF Trading Up 0.2 %

NYSEARCA:IVE opened at $199.51 on Wednesday. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $200.94. The firm has a market capitalization of $35.74 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business’s fifty day moving average price is $193.68 and its 200 day moving average price is $186.91.

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.