Capital Advisors Ltd. LLC Acquires 846 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Capital Advisors Ltd. LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 40,300 shares of the company’s stock after purchasing an additional 846 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 1.0% of Capital Advisors Ltd. LLC’s investment portfolio, making the stock its 24th biggest position. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Value ETF were worth $7,693,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Thurston Springer Miller Herd & Titak Inc. boosted its stake in iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after buying an additional 76 shares in the last quarter. Kentucky Trust Co bought a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth about $29,000. Centricity Wealth Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter valued at approximately $34,000. Valued Wealth Advisors LLC bought a new stake in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at approximately $35,000. Finally, Perkins Coie Trust Co acquired a new position in iShares S&P 500 Value ETF during the 4th quarter worth approximately $35,000.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA:IVE opened at $196.39 on Monday. iShares S&P 500 Value ETF has a one year low of $176.09 and a one year high of $206.63. The company has a market cap of $35.82 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95. The firm has a 50 day simple moving average of $194.14 and a 200 day simple moving average of $195.94.

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.