Twin Peaks Wealth Advisors LLC Purchases 7,506 Shares of iShares S&P 500 Value ETF $IVE

Twin Peaks Wealth Advisors LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 35.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,925 shares of the company’s stock after acquiring an additional 7,506 shares during the quarter. iShares S&P 500 Value ETF comprises 1.9% of Twin Peaks Wealth Advisors LLC’s holdings, making the stock its 16th largest holding. Twin Peaks Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $5,797,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in shares of iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after buying an additional 112 shares in the last quarter. Natixis Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF by 13.5% in the 1st quarter. Natixis Advisors LLC now owns 38,279 shares of the company’s stock worth $7,295,000 after acquiring an additional 4,547 shares during the last quarter. Commerce Bank lifted its position in iShares S&P 500 Value ETF by 1.9% in the 1st quarter. Commerce Bank now owns 10,387 shares of the company’s stock valued at $1,980,000 after acquiring an additional 190 shares in the last quarter. Scotia Capital Inc. lifted its position in iShares S&P 500 Value ETF by 6.2% in the 1st quarter. Scotia Capital Inc. now owns 12,377 shares of the company’s stock valued at $2,359,000 after acquiring an additional 724 shares in the last quarter. Finally, Argent Trust Co boosted its stake in iShares S&P 500 Value ETF by 9.3% during the 1st quarter. Argent Trust Co now owns 2,996 shares of the company’s stock valued at $571,000 after purchasing an additional 254 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.1%

Shares of iShares S&P 500 Value ETF stock opened at $211.43 on Wednesday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $212.54. The business has a 50 day moving average price of $207.93 and a 200-day moving average price of $200.97. The company has a market cap of $43.12 billion, a PE ratio of 20.70 and a beta of 0.89.

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.