Lakeridge Wealth Management LLC Buys 326 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Lakeridge Wealth Management LLC boosted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,664 shares of the company’s stock after purchasing an additional 326 shares during the quarter. Lakeridge Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $1,272,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Alpha Financial Partners LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the third quarter worth about $7,385,000. Good Life Advisors LLC increased its stake in iShares S&P 500 Value ETF by 103.7% in the 3rd quarter. Good Life Advisors LLC now owns 2,940 shares of the company’s stock worth $580,000 after acquiring an additional 1,497 shares during the last quarter. Stratos Wealth Partners LTD. raised its holdings in shares of iShares S&P 500 Value ETF by 5.4% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 118,541 shares of the company’s stock worth $23,373,000 after acquiring an additional 6,059 shares in the last quarter. Stratos Wealth Advisors LLC boosted its position in shares of iShares S&P 500 Value ETF by 7.4% during the 3rd quarter. Stratos Wealth Advisors LLC now owns 38,559 shares of the company’s stock valued at $7,603,000 after acquiring an additional 2,643 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.6% in the third quarter. Kohmann Bosshard Financial Services LLC now owns 10,171 shares of the company’s stock valued at $2,005,000 after purchasing an additional 63 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $196.62 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $175.71 and a fifty-two week high of $206.63. The company’s fifty day moving average is $194.31 and its 200 day moving average is $195.46. The stock has a market capitalization of $35.22 billion, a PE ratio of 23.79 and a beta of 0.81.

iShares S&P 500 Value ETF Company 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.