FWG Investments LLC. Grows Holdings in iShares S&P 500 Value ETF $IVE

FWG Investments LLC. boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 75.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,676 shares of the company’s stock after purchasing an additional 3,307 shares during the quarter. iShares S&P 500 Value ETF comprises 1.0% of FWG Investments LLC.’s investment portfolio, making the stock its 28th largest holding. FWG Investments LLC.’s holdings in iShares S&P 500 Value ETF were worth $1,628,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. REAP Financial Group LLC raised its position in iShares S&P 500 Value ETF by 9.7% in the 3rd quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock valued at $112,000 after purchasing an additional 48 shares during the last quarter. Dumont & Blake Investment Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.5% during the third quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock worth $2,229,000 after purchasing an additional 49 shares during the last quarter. Bernardo Wealth Planning LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after purchasing an additional 49 shares during the last quarter. Mainstream Capital Management LLC raised its stake in shares of iShares S&P 500 Value ETF by 4.7% during the fourth quarter. Mainstream Capital Management LLC now owns 1,164 shares of the company’s stock worth $247,000 after purchasing an additional 52 shares during the last quarter. Finally, Rossby Financial LCC raised its stake in shares of iShares S&P 500 Value ETF by 7.5% during the third quarter. Rossby Financial LCC now owns 757 shares of the company’s stock worth $157,000 after purchasing an additional 53 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $220.16 on Thursday. iShares S&P 500 Value ETF has a 12 month low of $178.91 and a 12 month high of $223.05. The business has a 50 day simple moving average of $215.99 and a 200-day simple moving average of $213.54. The stock has a market capitalization of $48.57 billion, a PE ratio of 20.70 and a beta of 0.85.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.