iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by Custos Family Office LLC

Custos Family Office LLC lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 10.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 9,867 shares of the company’s stock after purchasing an additional 943 shares during the period. iShares S&P 500 Value ETF makes up approximately 0.7% of Custos Family Office LLC’s holdings, making the stock its 26th biggest holding. Custos Family Office LLC’s holdings in iShares S&P 500 Value ETF were worth $1,883,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in IVE. LexAurum Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF by 47.2% in the 4th quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after purchasing an additional 1,233 shares during the period. Financial Synergies Wealth Advisors Inc. raised its holdings in iShares S&P 500 Value ETF by 0.6% in the fourth 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 during the period. DAVENPORT & Co LLC lifted its position in iShares S&P 500 Value ETF by 10.9% during the fourth 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 stake in iShares S&P 500 Value ETF during the fourth quarter worth approximately $5,806,000. Finally, Empowered Funds LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter worth $133,000.

iShares S&P 500 Value ETF Trading Up 1.1 %

NYSEARCA:IVE opened at $190.88 on Tuesday. The firm’s fifty day simple moving average is $194.26 and its 200 day simple moving average is $196.19. iShares S&P 500 Value ETF has a twelve month low of $176.09 and a twelve month high of $206.63. The firm has a market capitalization of $37.08 billion, a price-to-earnings ratio of 22.06 and a beta of 0.94.

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.