iShares S&P 500 Value ETF $IVE Holdings Increased by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 14.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 200,049 shares of the company’s stock after acquiring an additional 25,686 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 2.2% of C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors’ portfolio, making the stock its 10th largest holding. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors owned about 0.09% of iShares S&P 500 Value ETF worth $45,667,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE increased its position in iShares S&P 500 Value ETF by 2.0% during the 1st quarter. Bank of America Corp DE now owns 9,457,775 shares of the company’s stock worth $1,997,009,000 after purchasing an additional 182,358 shares during the period. Lido Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 4.4% in the 1st quarter. Lido Advisors LLC now owns 1,944,079 shares of the company’s stock valued at $410,493,000 after buying an additional 81,088 shares during the period. Royal Bank of Canada boosted its stake in shares of iShares S&P 500 Value ETF by 3.6% in the first quarter. Royal Bank of Canada now owns 1,396,602 shares of the company’s stock valued at $294,892,000 after buying an additional 48,869 shares in the last quarter. Cassaday & Co Wealth Management LLC boosted its stake in shares of iShares S&P 500 Value ETF by 3.8% in the first quarter. Cassaday & Co Wealth Management LLC now owns 1,197,963 shares of the company’s stock valued at $252,950,000 after buying an additional 44,187 shares in the last quarter. Finally, Sofi Wealth LLC grew its holdings in iShares S&P 500 Value ETF by 0.4% during the first quarter. Sofi Wealth LLC now owns 979,965 shares of the company’s stock worth $206,920,000 after acquiring an additional 4,340 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $234.06 on Thursday. The business’s fifty day moving average price is $234.40 and its 200 day moving average price is $228.37. The firm has a market capitalization of $49.53 billion, a PE ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a 1-year low of $203.15 and a 1-year high of $239.93.

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.