11,217 Shares in iShares S&P 500 Value ETF (NYSEARCA:IVE) Bought by MA Private Wealth

MA Private Wealth bought a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 11,217 shares of the company’s stock, valued at approximately $2,042,000. iShares S&P 500 Value ETF accounts for about 0.4% of MA Private Wealth’s portfolio, making the stock its 29th largest position.

Other large investors also recently modified their holdings of the company. Fisher Asset Management LLC bought a new stake in iShares S&P 500 Value ETF during the 4th quarter worth approximately $339,000. Merit Financial Group LLC increased its position in shares of iShares S&P 500 Value ETF by 12.0% during the fourth quarter. Merit Financial Group LLC now owns 2,176 shares of the company’s stock worth $378,000 after acquiring an additional 234 shares in the last quarter. Concourse Financial Group Securities Inc. lifted its position in iShares S&P 500 Value ETF by 4.6% in the 4th quarter. Concourse Financial Group Securities Inc. now owns 15,742 shares of the company’s stock valued at $2,737,000 after acquiring an additional 695 shares in the last quarter. Iams Wealth Management LLC lifted its position in iShares S&P 500 Value ETF by 14.1% in the 4th quarter. Iams Wealth Management LLC now owns 6,894 shares of the company’s stock valued at $1,199,000 after acquiring an additional 853 shares in the last quarter. Finally, Watershed Private Wealth LLC boosted its stake in iShares S&P 500 Value ETF by 3.4% in the 4th quarter. Watershed Private Wealth LLC now owns 39,034 shares of the company’s stock worth $6,787,000 after purchasing an additional 1,279 shares during the period.

iShares S&P 500 Value ETF Price Performance

IVE opened at $192.92 on Friday. The company has a market capitalization of $34.56 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business’s 50-day moving average price is $188.04 and its two-hundred day moving average price is $184.10. iShares S&P 500 Value ETF has a 1 year low of $147.23 and a 1 year high of $196.36.

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.