Ascent Wealth Partners LLC Purchases 2,716 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Ascent Wealth Partners LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 16.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,633 shares of the company’s stock after buying an additional 2,716 shares during the quarter. Ascent Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $3,748,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of IVE. Alpha Financial Partners LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter worth $7,385,000. CENTRAL TRUST Co increased its stake in shares of iShares S&P 500 Value ETF by 4.5% in the 3rd quarter. CENTRAL TRUST Co now owns 4,320 shares of the company’s stock worth $852,000 after purchasing an additional 185 shares in the last quarter. Ballentine Partners LLC increased its stake in shares of iShares S&P 500 Value ETF by 5.4% in the 3rd quarter. Ballentine Partners LLC now owns 8,317 shares of the company’s stock worth $1,640,000 after purchasing an additional 423 shares in the last quarter. Lake Street Advisors Group LLC increased its stake in shares of iShares S&P 500 Value ETF by 2.6% in the 3rd quarter. Lake Street Advisors Group LLC now owns 2,985 shares of the company’s stock worth $589,000 after purchasing an additional 75 shares in the last quarter. Finally, Sigma Investment Counselors Inc. increased its stake in shares of iShares S&P 500 Value ETF by 2.0% in the 3rd quarter. Sigma Investment Counselors Inc. now owns 12,544 shares of the company’s stock worth $2,473,000 after purchasing an additional 241 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $196.39 on Friday. The firm has a market capitalization of $35.82 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a one year low of $176.09 and a one year high of $206.63. The business has a fifty day moving average price of $194.14 and a 200-day moving average price of $195.85.

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.