OMNI 360 Wealth Inc. lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 10.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,782 shares of the company’s stock after purchasing an additional 368 shares during the quarter. OMNI 360 Wealth Inc.’s holdings in iShares S&P 500 Value ETF were worth $746,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors have also recently modified their holdings of IVE. BKM Wealth Management LLC raised its position in iShares S&P 500 Value ETF by 2.9% in the 1st quarter. BKM Wealth Management LLC now owns 63,882 shares of the company’s stock worth $11,934,000 after buying an additional 1,802 shares during the last quarter. Sutton Place Investors LLC lifted its position in iShares S&P 500 Value ETF by 9.3% during the second quarter. Sutton Place Investors LLC now owns 5,704 shares of the company’s stock valued at $1,038,000 after purchasing an additional 483 shares during the period. FinTrust Capital Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 2,406.7% in the first quarter. FinTrust Capital Advisors LLC now owns 1,504 shares of the company’s stock worth $281,000 after purchasing an additional 1,444 shares during the last quarter. NBC Securities Inc. grew its position in iShares S&P 500 Value ETF by 33.3% in the 3rd quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock worth $423,000 after purchasing an additional 536 shares during the period. Finally, Financial Partners Group Inc grew its position in iShares S&P 500 Value ETF by 2.7% in the 2nd quarter. Financial Partners Group Inc now owns 2,784 shares of the company’s stock worth $507,000 after purchasing an additional 74 shares during the period.
iShares S&P 500 Value ETF Stock Performance
Shares of NYSEARCA IVE traded down $1.47 during midday trading on Friday, hitting $196.32. 966,985 shares of the stock traded hands, compared to its average volume of 682,731. The firm has a market capitalization of $35.17 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a one year low of $147.23 and a one year high of $201.08. The firm has a 50-day moving average of $195.65 and a two-hundred day moving average of $187.73.
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.
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