Colony Family Offices LLC Has $83,000 Stock Holdings in iShares S&P 500 Value ETF $IVE

Colony Family Offices LLC raised its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 56.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 427 shares of the company’s stock after acquiring an additional 154 shares during the period. Colony Family Offices LLC’s holdings in iShares S&P 500 Value ETF were worth $83,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IVE. Brighton Jones LLC raised its holdings in iShares S&P 500 Value ETF by 0.8% in the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after acquiring an additional 112 shares in the last quarter. Capital Investment Advisors LLC raised its holdings in iShares S&P 500 Value ETF by 54.4% in the 1st quarter. Capital Investment Advisors LLC now owns 2,075 shares of the company’s stock valued at $395,000 after acquiring an additional 731 shares in the last quarter. Pallas Capital Advisors LLC raised its holdings in iShares S&P 500 Value ETF by 19.6% in the 1st quarter. Pallas Capital Advisors LLC now owns 7,226 shares of the company’s stock valued at $1,377,000 after acquiring an additional 1,183 shares in the last quarter. Octavia Wealth Advisors LLC bought a new position in shares of iShares S&P 500 Value ETF in the 1st quarter valued at $200,000. Finally, Wealthcare Advisory Partners LLC increased its stake in shares of iShares S&P 500 Value ETF by 6.3% in the 1st quarter. Wealthcare Advisory Partners LLC now owns 8,907 shares of the company’s stock valued at $1,697,000 after purchasing an additional 526 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $207.89 on Wednesday. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $209.12. The business’s fifty day moving average is $202.65 and its 200-day moving average is $193.70. The firm has a market cap of $42.00 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94.

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.