Accretive Wealth Partners LLC Invests $211,000 in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Accretive Wealth Partners LLC purchased a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1,068 shares of the company’s stock, valued at approximately $211,000.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Chesapeake Wealth Management raised its holdings in 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 worth $272,000 after buying an additional 50 shares during the period. CGN Advisors LLC increased its position in shares of iShares S&P 500 Value ETF by 3.0% in the second quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock worth $339,000 after acquiring an additional 55 shares in the last quarter. Capital Square LLC raised its holdings in shares of iShares S&P 500 Value ETF by 1.3% during the second quarter. Capital Square LLC now owns 4,339 shares of the company’s stock valued at $816,000 after acquiring an additional 55 shares during the period. HighMark Wealth Management LLC lifted its position in shares of iShares S&P 500 Value ETF by 0.7% in the 2nd quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock valued at $1,494,000 after acquiring an additional 56 shares in the last quarter. Finally, GDS Wealth Management boosted its stake in iShares S&P 500 Value ETF by 3.3% in the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after purchasing an additional 56 shares during the period.

iShares S&P 500 Value ETF Stock Up 1.1 %

Shares of NYSEARCA:IVE opened at $202.23 on Friday. The company’s fifty day moving average is $197.82 and its two-hundred day moving average is $190.26. The company has a market cap of $36.23 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12-month low of $163.66 and a 12-month high of $203.67.

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.