Evergreen Private Wealth LLC Raises Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Evergreen Private Wealth LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,134 shares of the company’s stock after acquiring an additional 91 shares during the quarter. Evergreen Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $598,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of IVE. QRG Capital Management Inc. purchased a new stake in iShares S&P 500 Value ETF in the third quarter worth $355,000. Forte Capital LLC ADV purchased a new stake in iShares S&P 500 Value ETF in the third quarter worth $664,000. Blake Schutter Theil Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF in the third quarter worth $1,100,000. Graypoint LLC increased its position in iShares S&P 500 Value ETF by 37.4% in the third quarter. Graypoint LLC now owns 86,410 shares of the company’s stock worth $17,037,000 after buying an additional 23,501 shares during the last quarter. Finally, Advisor Resource Council purchased a new stake in iShares S&P 500 Value ETF in the third quarter worth $410,000.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $192.60 on Friday. The business has a fifty day simple moving average of $194.50 and a two-hundred day simple moving average of $196.30. iShares S&P 500 Value ETF has a 1 year low of $176.09 and a 1 year high of $206.63. The company has a market capitalization of $35.13 billion, a P/E ratio of 22.47 and a beta of 0.95.

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.