12,341 Shares of iShares S&P 500 Value ETF $IVE Bought by M Holdings Securities Inc.

M Holdings Securities Inc. acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 12,341 shares of the company’s stock, valued at approximately $2,915,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IVE. Brighton Jones LLC boosted its position in shares of iShares S&P 500 Value ETF by 7.5% during the third quarter. Brighton Jones LLC now owns 9,954 shares of the company’s stock worth $2,272,000 after buying an additional 695 shares during the period. StoneX Group Inc. increased its holdings in iShares S&P 500 Value ETF by 5.6% during the third quarter. StoneX Group Inc. now owns 9,262 shares of the company’s stock worth $2,122,000 after buying an additional 491 shares during the last quarter. Unify Financial Advisors raised its holdings in shares of iShares S&P 500 Value ETF by 7.1% in the 3rd quarter. Unify Financial Advisors now owns 9,649 shares of the company’s stock valued at $2,203,000 after purchasing an additional 637 shares during the period. Montgomery Financial Services LLC raised its stake in iShares S&P 500 Value ETF by 176.2% in the third quarter. Montgomery Financial Services LLC now owns 776 shares of the company’s stock valued at $177,000 after buying an additional 495 shares during the period. Finally, Parallel Advisors LLC raised its stake in iShares S&P 500 Value ETF by 4.8% in the 3rd quarter. Parallel Advisors LLC now owns 67,222 shares of the company’s stock valued at $15,346,000 after acquiring an additional 3,099 shares during the period.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $235.53 on Monday. The firm has a 50-day moving average of $234.86 and a 200-day moving average of $226.68. The stock has a market cap of $50.06 billion, a PE ratio of 22.47 and a beta of 0.82. iShares S&P 500 Value ETF has a 52-week low of $203.15 and a 52-week high of $244.72.

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.