World Equity Group Inc. Acquires 555 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

World Equity Group Inc. raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 38.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,009 shares of the company’s stock after purchasing an additional 555 shares during the period. World Equity Group Inc.’s holdings in iShares S&P 500 Value ETF were worth $396,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. QRG Capital Management Inc. acquired a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at approximately $355,000. Roman Butler Fullerton & Co. bought a new position in iShares S&P 500 Value ETF during the 3rd quarter worth $1,700,000. Lansing Street Advisors raised its holdings in iShares S&P 500 Value ETF by 12.5% in the 3rd quarter. Lansing Street Advisors now owns 30,902 shares of the company’s stock valued at $6,093,000 after acquiring an additional 3,437 shares in the last quarter. Foundation Wealth Management LLC lifted its position in shares of iShares S&P 500 Value ETF by 1.5% during the 3rd quarter. Foundation Wealth Management LLC now owns 177,819 shares of the company’s stock valued at $35,051,000 after acquiring an additional 2,700 shares during the period. Finally, Latitude Advisors LLC grew its holdings in shares of iShares S&P 500 Value ETF by 42.6% during the 3rd quarter. Latitude Advisors LLC now owns 1,657 shares of the company’s stock worth $327,000 after purchasing an additional 495 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE traded up $0.46 during mid-day trading on Monday, reaching $195.23. The company had a trading volume of 66,494 shares, compared to its average volume of 677,169. The firm has a market cap of $34.98 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business’s 50-day simple moving average is $196.05 and its 200 day simple moving average is $188.39. iShares S&P 500 Value ETF has a one year low of $155.79 and a one year high of $201.08.

iShares S&P 500 Value ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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