iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by Ballentine Partners LLC

Ballentine Partners LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,383 shares of the company’s stock after purchasing an additional 66 shares during the quarter. Ballentine Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $1,600,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of IVE. Hsbc Holdings PLC grew its position in shares of iShares S&P 500 Value ETF by 50.3% in the second quarter. Hsbc Holdings PLC now owns 5,605 shares of the company’s stock valued at $1,020,000 after purchasing an additional 1,875 shares during the last quarter. EverSource Wealth Advisors LLC boosted its position in iShares S&P 500 Value ETF by 92.6% during the second quarter. EverSource Wealth Advisors LLC now owns 4,483 shares of the company’s stock worth $855,000 after acquiring an additional 2,155 shares during the last quarter. Semmax Financial Advisors Inc. boosted its position in iShares S&P 500 Value ETF by 16.4% during the second quarter. Semmax Financial Advisors Inc. now owns 2,809 shares of the company’s stock worth $525,000 after acquiring an additional 396 shares during the last quarter. Wescott Financial Advisory Group LLC boosted its position in iShares S&P 500 Value ETF by 14.9% during the second quarter. Wescott Financial Advisory Group LLC now owns 29,757 shares of the company’s stock worth $5,416,000 after acquiring an additional 3,861 shares during the last quarter. Finally, Wick Capital Partners LLC acquired a new stake in iShares S&P 500 Value ETF during the second quarter worth approximately $778,000.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $195.66 on Wednesday. iShares S&P 500 Value ETF has a 1 year low of $172.85 and a 1 year high of $206.63. The firm’s 50 day moving average price is $196.76 and its 200 day moving average price is $194.23. The firm has a market cap of $35.05 billion, a P/E ratio of 23.79 and a beta of 0.81.

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.