iShares S&P 500 Value ETF $IVE Shares Purchased by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. increased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,916 shares of the company’s stock after purchasing an additional 123 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 0.7% of Financial Synergies Wealth Advisors Inc.’s investment portfolio, making the stock its 20th largest holding. Financial Synergies Wealth Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $6,042,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Cloud Capital Management LLC acquired a new position in iShares S&P 500 Value ETF in the first quarter valued at approximately $27,000. Mowery & Schoenfeld Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF in the first quarter valued at approximately $29,000. Harbor Asset Planning Inc. acquired a new position in iShares S&P 500 Value ETF in the second quarter valued at approximately $30,000. Nemes Rush Group LLC lifted its holdings in iShares S&P 500 Value ETF by 625.0% in the first quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $33,000 after acquiring an additional 150 shares during the period. Finally, Flaharty Asset Management LLC acquired a new position in iShares S&P 500 Value ETF in the first quarter valued at approximately $33,000.

iShares S&P 500 Value ETF Trading Up 0.7%

Shares of NYSEARCA:IVE opened at $206.01 on Friday. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $209.12. The company has a market capitalization of $41.66 billion, a PE ratio of 20.70 and a beta of 0.94. The business has a 50 day moving average of $204.05 and a two-hundred day moving average of $194.51.

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.