iShares S&P 500 Value ETF $IVE is Shared Vision Wealth Group LLC’s 6th Largest Position

Shared Vision Wealth Group LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 31.3% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 34,396 shares of the company’s stock after buying an additional 8,201 shares during the period. iShares S&P 500 Value ETF accounts for approximately 3.0% of Shared Vision Wealth Group LLC’s portfolio, making the stock its 6th largest position. Shared Vision Wealth Group LLC’s holdings in iShares S&P 500 Value ETF were worth $7,469,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in IVE. Brighton Jones LLC lifted its position in iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after purchasing an additional 112 shares during the period. Great Lakes Advisors LLC lifted its position in iShares S&P 500 Value ETF by 6,385.7% in the first quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock valued at $83,000 after purchasing an additional 447 shares during the period. Schnieders Capital Management LLC. acquired a new stake in iShares S&P 500 Value ETF in the second quarter valued at about $550,000. Russell Investments Group Ltd. lifted its position in iShares S&P 500 Value ETF by 28.8% in the second quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock valued at $416,000 after purchasing an additional 477 shares during the period. Finally, First Trust Advisors LP lifted its position in iShares S&P 500 Value ETF by 2.8% in the second quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock valued at $5,184,000 after purchasing an additional 731 shares during the period.

iShares S&P 500 Value ETF Stock Down 1.1%

Shares of NYSEARCA:IVE opened at $226.54 on Friday. The company has a market cap of $50.02 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52 week low of $189.66 and a 52 week high of $229.53. The company has a 50-day moving average price of $221.01 and a 200 day moving average price of $217.08.

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. 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.