Venturi Wealth Management LLC Has $4.30 Million Stake in iShares S&P 500 Value ETF $IVE

Venturi Wealth Management LLC lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 63.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,380 shares of the company’s stock after buying an additional 7,892 shares during the period. Venturi Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $4,303,000 as of its most recent SEC filing.

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

iShares S&P 500 Value ETF Trading Up 0.2%

Shares of iShares S&P 500 Value ETF stock opened at $226.52 on Friday. The firm has a fifty day simple moving average of $225.08 and a 200-day simple moving average of $218.91. The stock has a market capitalization of $50.02 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 1-year low of $193.55 and a 1-year high of $230.05.

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.