Jones Financial Companies Lllp Has $63.02 Million Position in iShares S&P 500 Value ETF $IVE

Jones Financial Companies Lllp boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 25.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 330,653 shares of the company’s stock after purchasing an additional 66,142 shares during the quarter. Jones Financial Companies Lllp owned about 0.17% of iShares S&P 500 Value ETF worth $63,016,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Coordinated Financial Services Inc. CO bought a new position in iShares S&P 500 Value ETF during the 1st quarter valued at $450,000. Pinnacle Family Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 2.6% during the 1st quarter. Pinnacle Family Advisors LLC now owns 17,131 shares of the company’s stock valued at $3,265,000 after acquiring an additional 431 shares in the last quarter. NewEdge Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 51.9% during the 1st quarter. NewEdge Advisors LLC now owns 733,872 shares of the company’s stock valued at $139,861,000 after acquiring an additional 250,790 shares in the last quarter. Integrated Wealth Concepts LLC lifted its stake in iShares S&P 500 Value ETF by 34.2% during the 1st quarter. Integrated Wealth Concepts LLC now owns 136,999 shares of the company’s stock valued at $26,109,000 after acquiring an additional 34,932 shares in the last quarter. Finally, Edmond DE Rothschild Holding S.A. lifted its stake in iShares S&P 500 Value ETF by 3.1% during the 1st quarter. Edmond DE Rothschild Holding S.A. now owns 44,554 shares of the company’s stock valued at $8,491,000 after acquiring an additional 1,322 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.5%

Shares of NYSEARCA:IVE opened at $203.17 on Friday. The stock’s fifty day simple moving average is $199.62 and its two-hundred day simple moving average is $191.80. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $206.63. The stock has a market cap of $40.79 billion, a PE ratio of 20.70 and a beta of 0.94.

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.