Wealth Advisory Solutions LLC Raises Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealth Advisory Solutions LLC increased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,102 shares of the company’s stock after buying an additional 172 shares during the period. iShares S&P 500 Value ETF accounts for about 1.1% of Wealth Advisory Solutions LLC’s investment portfolio, making the stock its 25th biggest position. Wealth Advisory Solutions LLC’s holdings in iShares S&P 500 Value ETF were worth $3,837,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IVE. Chesapeake Wealth Management lifted its position in iShares S&P 500 Value ETF by 3.8% during the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after purchasing an additional 50 shares during the last quarter. West Coast Financial LLC raised its position in shares of iShares S&P 500 Value ETF by 0.3% during the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after buying an additional 53 shares in the last quarter. SWP Financial LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 0.4% in the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after acquiring an additional 54 shares during the last quarter. GDS Wealth Management grew its position in iShares S&P 500 Value ETF by 3.3% in the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after acquiring an additional 56 shares in the last quarter. Finally, Roble Belko & Company Inc increased its stake in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after acquiring an additional 57 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $192.25 on Wednesday. The company has a market cap of $35.07 billion, a PE ratio of 22.47 and a beta of 0.95. The stock’s 50 day simple moving average is $194.52 and its two-hundred day simple moving average is $196.35. iShares S&P 500 Value ETF has a 1 year low of $176.09 and a 1 year high of $206.63.

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.