iShares S&P 500 Value ETF $IVE Stake Lifted by Shared Vision Wealth Group LLC

Shared Vision Wealth Group LLC raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.4% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 24,025 shares of the company’s stock after purchasing an additional 2,072 shares during the period. iShares S&P 500 Value ETF comprises 2.4% of Shared Vision Wealth Group LLC’s portfolio, making the stock its 10th biggest position. Shared Vision Wealth Group LLC’s holdings in iShares S&P 500 Value ETF were worth $4,732,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Mowery & Schoenfeld Wealth Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the first quarter valued at about $29,000. Harbor Asset Planning Inc. purchased a new position in iShares S&P 500 Value ETF during the 2nd quarter valued at about $30,000. Nemes Rush Group LLC increased its position in iShares S&P 500 Value ETF by 625.0% during the 1st quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $33,000 after purchasing an additional 150 shares during the period. Flaharty Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter valued at about $33,000. Finally, Ryan Investment Management Inc. purchased a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter worth approximately $36,000.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $207.90 on Monday. The company has a market cap of $42.40 billion, a PE ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $211.83. The firm’s 50 day moving average price is $206.07 and its 200-day moving average price is $198.17.

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.