iShares S&P 500 Value ETF (NYSEARCA:IVE) Stock Holdings Increased by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,098 shares of the company’s stock after purchasing an additional 479 shares during the quarter. Crestwood Advisors Group LLC’s holdings in iShares S&P 500 Value ETF were worth $1,928,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Chesapeake Wealth Management boosted its stake in shares of iShares S&P 500 Value ETF by 3.8% during the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after buying an additional 50 shares during the period. West Coast Financial LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.3% during the fourth quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after acquiring an additional 53 shares in the last quarter. SWP Financial LLC boosted its position in iShares S&P 500 Value ETF by 0.4% during the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after purchasing an additional 54 shares during the last quarter. GDS Wealth Management boosted its position in iShares S&P 500 Value ETF by 3.3% during the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock valued at $348,000 after purchasing an additional 56 shares during the last quarter. Finally, Roble Belko & Company Inc grew its stake in iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock valued at $2,145,000 after purchasing an additional 57 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE opened at $196.65 on Tuesday. The company has a market capitalization of $35.87 billion, a PE ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a fifty-two week low of $176.09 and a fifty-two week high of $206.63. The business has a 50-day moving average of $194.13 and a 200-day moving average of $196.02.

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.