Sonata Capital Group Inc. Has $1.97 Million Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Sonata Capital Group Inc. raised its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 10,337 shares of the company’s stock after buying an additional 206 shares during the period. Sonata Capital Group Inc.’s holdings in iShares S&P 500 Value ETF were worth $1,973,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Chesapeake Wealth Management boosted its stake in iShares S&P 500 Value ETF by 3.8% during the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after acquiring an additional 50 shares during the last quarter. West Coast Financial LLC raised its holdings in iShares S&P 500 Value ETF by 0.3% in the fourth quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after purchasing an additional 53 shares during the period. SWP Financial LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.4% during the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after purchasing an additional 54 shares in the last quarter. GDS Wealth Management increased its position in shares of iShares S&P 500 Value ETF by 3.3% in the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock valued at $348,000 after buying an additional 56 shares in the last quarter. Finally, Roble Belko & Company Inc raised its stake in iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after buying an additional 57 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $196.23 on Wednesday. iShares S&P 500 Value ETF has a 1 year low of $173.01 and a 1 year high of $206.63. The company has a market capitalization of $35.15 billion, a P/E ratio of 23.79 and a beta of 0.81. The business has a 50-day moving average of $194.82 and a two-hundred day moving average of $195.32.

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.