iShares S&P 500 Value ETF (NYSEARCA:IVE) is Personal Wealth Partners’ 6th Largest Position

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Personal Wealth Partners boosted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 92,299 shares of the company’s stock after buying an additional 5,869 shares during the quarter. iShares S&P 500 Value ETF accounts for about 5.1% of Personal Wealth Partners’ portfolio, making the stock its 6th largest holding. Personal Wealth Partners owned about 0.07% of iShares S&P 500 Value ETF worth $10,996,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hudson Capital Management LLC increased its holdings in shares of iShares S&P 500 Value ETF by 1.4% during the 3rd quarter. Hudson Capital Management LLC now owns 30,611 shares of the company’s stock valued at $3,617,000 after purchasing an additional 411 shares in the last quarter. Sequoia Financial Advisors LLC grew its stake in iShares S&P 500 Value ETF by 6.9% in the 3rd quarter. Sequoia Financial Advisors LLC now owns 8,493 shares of the company’s stock valued at $1,012,000 after acquiring an additional 550 shares during the period. Centerpoint Advisors LLC grew its stake in iShares S&P 500 Value ETF by 4.2% in the 3rd quarter. Centerpoint Advisors LLC now owns 65,241 shares of the company’s stock valued at $7,773,000 after acquiring an additional 2,658 shares during the period. SOL Capital Management CO grew its stake in iShares S&P 500 Value ETF by 8.5% in the 3rd quarter. SOL Capital Management CO now owns 19,960 shares of the company’s stock valued at $2,378,000 after acquiring an additional 1,560 shares during the period. Finally, YorkBridge Wealth Partners LLC grew its stake in iShares S&P 500 Value ETF by 351.8% in the 3rd quarter. YorkBridge Wealth Partners LLC now owns 3,831 shares of the company’s stock valued at $456,000 after acquiring an additional 2,983 shares during the period.

iShares S&P 500 Value ETF stock traded up $0.39 during trading on Tuesday, reaching $121.50. The company had a trading volume of 42,526 shares, compared to its average volume of 801,495. The firm’s 50-day simple moving average is $118.69 and its 200 day simple moving average is $116.24. iShares S&P 500 Value ETF has a 1-year low of $94.72 and a 1-year high of $121.33.

The business also recently declared a — dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were paid a $0.7159 dividend. The ex-dividend date of this dividend was Tuesday, September 24th. This represents a yield of 2.3%.

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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