Heritage Family Offices LLP Buys 70 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Heritage Family Offices LLP boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,470 shares of the company’s stock after purchasing an additional 70 shares during the quarter. Heritage Family Offices LLP’s holdings in iShares S&P 500 Value ETF were worth $280,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in IVE. Brighton Jones LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 0.8% during the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after buying an additional 112 shares during the last quarter. Caprock Group LLC acquired a new position in shares of iShares S&P 500 Value ETF in the fourth quarter valued at $805,000. DAVENPORT & Co LLC raised its stake in iShares S&P 500 Value ETF by 10.9% during the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after acquiring an additional 372 shares in the last quarter. U.S. Capital Wealth Advisors LLC increased its stake in shares of iShares S&P 500 Value ETF by 2.7% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 15,121 shares of the company’s stock valued at $2,886,000 after buying an additional 396 shares in the last quarter. Finally, Alterna Wealth Management Inc. increased its stake in shares of iShares S&P 500 Value ETF by 2.9% in the fourth quarter. Alterna Wealth Management Inc. now owns 2,433 shares of the company’s stock valued at $464,000 after buying an additional 69 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:IVE opened at $189.44 on Tuesday. iShares S&P 500 Value ETF has a twelve month low of $165.45 and a twelve month high of $206.63. The firm has a market cap of $37.79 billion, a PE ratio of 20.88 and a beta of 0.89. The business has a fifty day moving average of $183.76 and a 200-day moving average of $191.31.

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.