Gladstone Institutional Advisory LLC Purchases 16,296 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Gladstone Institutional Advisory LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 16.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 117,074 shares of the company’s stock after purchasing an additional 16,296 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 1.0% of Gladstone Institutional Advisory LLC’s portfolio, making the stock its 16th largest position. Gladstone Institutional Advisory LLC owned about 0.07% of iShares S&P 500 Value ETF worth $22,347,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Alpha Financial Partners LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at $7,385,000. CX Institutional raised its holdings in shares of iShares S&P 500 Value ETF by 1.5% in the third quarter. CX Institutional now owns 165,752 shares of the company’s stock valued at $32,681,000 after purchasing an additional 2,446 shares during the last quarter. Iams Wealth Management LLC lifted its position in shares of iShares S&P 500 Value ETF by 8.3% during the third quarter. Iams Wealth Management LLC now owns 8,452 shares of the company’s stock valued at $1,666,000 after purchasing an additional 646 shares in the last quarter. Cornell Pochily Investment Advisors Inc. boosted its holdings in iShares S&P 500 Value ETF by 31.3% during the third quarter. Cornell Pochily Investment Advisors Inc. now owns 3,060 shares of the company’s stock worth $603,000 after purchasing an additional 730 shares during the last quarter. Finally, Occidental Asset Management LLC grew its position in iShares S&P 500 Value ETF by 0.3% in the 3rd quarter. Occidental Asset Management LLC now owns 67,897 shares of the company’s stock worth $13,387,000 after purchasing an additional 215 shares in the last quarter.

iShares S&P 500 Value ETF Stock Up 0.5 %

iShares S&P 500 Value ETF stock opened at $196.23 on Wednesday. The stock has a market cap of $35.15 billion, a P/E ratio of 23.79 and a beta of 0.81. The company’s 50 day moving average price is $194.82 and its two-hundred day moving average price is $195.32. iShares S&P 500 Value ETF has a 52 week low of $173.01 and a 52 week high of $206.63.

iShares S&P 500 Value ETF Company 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.