SkyOak Wealth LLC purchased a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,457 shares of the company’s stock, valued at approximately $447,000.
Other large investors also recently made changes to their positions in the company. D.A. Davidson & CO. increased its stake in iShares S&P 500 Value ETF by 0.6% in the fourth quarter. D.A. Davidson & CO. now owns 18,017 shares of the company’s stock valued at $3,133,000 after purchasing an additional 110 shares in the last quarter. BKM Wealth Management LLC lifted its holdings in iShares S&P 500 Value ETF by 2.9% during the first quarter. BKM Wealth Management LLC now owns 63,882 shares of the company’s stock worth $11,934,000 after acquiring an additional 1,802 shares in the last quarter. Focus Financial Network Inc. ADV bought a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter worth about $7,322,000. Sutton Place Investors LLC raised its position in shares of 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 worth $1,038,000 after purchasing an additional 483 shares during the period. Finally, HCR Wealth Advisors bought a new position in shares of iShares S&P 500 Value ETF during the 4th quarter valued at about $378,000.
iShares S&P 500 Value ETF Stock Performance
Shares of IVE stock opened at $195.77 on Wednesday. The company has a market capitalization of $35.07 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52 week low of $147.23 and a 52 week high of $196.86. The company’s 50 day moving average price is $189.95 and its two-hundred day moving average price is $185.01.
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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