OneDigital Investment Advisors LLC Acquires 218,091 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

OneDigital Investment Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 49.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 660,120 shares of the company’s stock after buying an additional 218,091 shares during the period. iShares S&P 500 Value ETF accounts for about 1.5% of OneDigital Investment Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. OneDigital Investment Advisors LLC owned approximately 0.34% of iShares S&P 500 Value ETF worth $125,806,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Ancora Advisors LLC boosted its position in shares of iShares S&P 500 Value ETF by 6.8% in the 4th quarter. Ancora Advisors LLC now owns 5,607 shares of the company’s stock worth $1,070,000 after purchasing an additional 357 shares during the last quarter. Confluence Wealth Services Inc. grew its position in shares of iShares S&P 500 Value ETF by 2.5% during the 1st quarter. Confluence Wealth Services Inc. now owns 2,555 shares of the company’s stock worth $459,000 after buying an additional 62 shares during the period. Ritholtz Wealth Management increased its stake in shares of iShares S&P 500 Value ETF by 16.5% in the 1st quarter. Ritholtz Wealth Management now owns 3,438 shares of the company’s stock valued at $655,000 after acquiring an additional 487 shares during the last quarter. Axis Wealth Partners LLC bought a new position in iShares S&P 500 Value ETF during the 4th quarter worth approximately $1,218,000. Finally, Alterna Wealth Management Inc. increased its stake in iShares S&P 500 Value ETF by 46.9% in the first quarter. Alterna Wealth Management Inc. now owns 3,574 shares of the company’s stock valued at $681,000 after purchasing an additional 1,141 shares in the last quarter.

iShares S&P 500 Value ETF Stock Up 0.6%

Shares of NYSEARCA IVE opened at $198.67 on Friday. The company’s fifty day moving average is $189.58 and its 200-day moving average is $189.95. iShares S&P 500 Value ETF has a twelve month low of $165.45 and a twelve month high of $206.63. The stock has a market cap of $39.89 billion, a price-to-earnings ratio of 20.88 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.