iShares S&P 500 Value ETF $IVE is Greenup Street Wealth Management LLC’s 6th Largest Position

Greenup Street Wealth Management LLC lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 209,290 shares of the company’s stock after buying an additional 8,931 shares during the period. iShares S&P 500 Value ETF comprises 6.2% of Greenup Street Wealth Management LLC’s holdings, making the stock its 6th largest holding. Greenup Street Wealth Management LLC owned approximately 0.09% of iShares S&P 500 Value ETF worth $44,192,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Cassaday & Co Wealth Management LLC grew its position in iShares S&P 500 Value ETF by 3,286.8% in the fourth quarter. Cassaday & Co Wealth Management LLC now owns 1,153,776 shares of the company’s stock worth $244,681,000 after acquiring an additional 1,119,709 shares in the last quarter. Morgan Stanley raised its position in iShares S&P 500 Value ETF by 7.5% during the fourth quarter. Morgan Stanley now owns 15,278,856 shares of the company’s stock valued at $3,240,188,000 after purchasing an additional 1,068,945 shares during the period. JPMorgan Chase & Co. raised its position in iShares S&P 500 Value ETF by 4.6% during the fourth quarter. JPMorgan Chase & Co. now owns 18,748,246 shares of the company’s stock valued at $3,975,941,000 after purchasing an additional 821,872 shares during the period. Envestnet Portfolio Solutions Inc. raised its position in iShares S&P 500 Value ETF by 47.4% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 2,540,243 shares of the company’s stock valued at $538,709,000 after purchasing an additional 816,767 shares during the period. Finally, Park Avenue Securities LLC lifted its stake in shares of iShares S&P 500 Value ETF by 40.4% in the 4th quarter. Park Avenue Securities LLC now owns 2,467,550 shares of the company’s stock valued at $523,293,000 after purchasing an additional 710,518 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $226.29 on Thursday. The stock has a market cap of $49.96 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. The stock has a 50 day moving average price of $224.74 and a 200-day moving average price of $218.76. iShares S&P 500 Value ETF has a one year low of $192.17 and a one year high of $230.05.

iShares S&P 500 Value ETF 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.