Capital Square LLC Boosts Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Capital Square LLC raised its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 34.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 5,842 shares of the company’s stock after buying an additional 1,503 shares during the period. Capital Square LLC’s holdings in iShares S&P 500 Value ETF were worth $1,146,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. grew its position in iShares S&P 500 Value ETF by 100.0% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after buying an additional 76 shares during the period. Kentucky Trust Co purchased a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at about $29,000. Providence First Trust Co acquired a new position in iShares S&P 500 Value ETF in the 4th quarter worth about $31,000. Centricity Wealth Management LLC purchased a new position in iShares S&P 500 Value ETF during the fourth quarter worth approximately $34,000. Finally, Perkins Coie Trust Co acquired a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $35,000.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $177.04 on Thursday. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $206.63. The stock has a market capitalization of $34.75 billion, a PE ratio of 20.32 and a beta of 0.88. The business has a 50 day simple moving average of $189.08 and a 200-day simple moving average of $194.29.

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.