Triad Wealth Partners LLC Boosts Holdings in iShares S&P 500 Value ETF $IVE

Triad Wealth Partners LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 30.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 260,257 shares of the company’s stock after buying an additional 60,963 shares during the period. iShares S&P 500 Value ETF comprises 4.3% of Triad Wealth Partners LLC’s portfolio, making the stock its biggest holding. Triad Wealth Partners LLC owned approximately 0.12% of iShares S&P 500 Value ETF worth $54,953,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Flagship Private Wealth LLC raised its holdings in iShares S&P 500 Value ETF by 1.1% in the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after acquiring an additional 48 shares in the last quarter. Patten & Patten Inc. TN grew its holdings in shares of iShares S&P 500 Value ETF by 4.8% during the 4th quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock worth $222,000 after purchasing an additional 48 shares in the last quarter. Bernardo Wealth Planning LLC increased its position in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after purchasing an additional 49 shares during the period. Stegner Investment Associates Inc. increased its position in shares of iShares S&P 500 Value ETF by 0.3% during the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after purchasing an additional 49 shares during the period. Finally, Rossby Financial LCC raised its stake in shares of iShares S&P 500 Value ETF by 6.6% in the fourth quarter. Rossby Financial LCC now owns 807 shares of the company’s stock valued at $171,000 after purchasing an additional 50 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $226.38 on Friday. The firm has a market capitalization of $49.98 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a one year low of $189.67 and a one year high of $230.05. The business has a fifty day simple moving average of $224.14 and a 200 day simple moving average of $218.40.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.