West Oak Capital LLC Boosts Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

West Oak Capital LLC lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.4% in the fourth quarter, HoldingsChannel reports. The firm owned 6,812 shares of the company’s stock after buying an additional 290 shares during the period. West Oak Capital LLC’s holdings in iShares S&P 500 Value ETF were worth $1,181,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Founders Financial Securities LLC lifted its position in iShares S&P 500 Value ETF by 2.2% in the second quarter. Founders Financial Securities LLC now owns 3,042 shares of the company’s stock valued at $490,000 after buying an additional 65 shares during the last quarter. Benjamin F. Edwards & Company Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 4.2% in the 2nd quarter. Benjamin F. Edwards & Company Inc. now owns 1,619 shares of the company’s stock worth $261,000 after acquiring an additional 65 shares during the last quarter. SageView Advisory Group LLC lifted its stake in iShares S&P 500 Value ETF by 1.1% during the second quarter. SageView Advisory Group LLC now owns 6,153 shares of the company’s stock worth $992,000 after purchasing an additional 66 shares during the last quarter. Cadinha & Co. LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 1.0% in the 3rd quarter. Cadinha & Co. LLC now owns 6,360 shares of the company’s stock valued at $978,000 after buying an additional 66 shares in the last quarter. Finally, Certified Advisory Corp lifted its holdings in shares of iShares S&P 500 Value ETF by 1.2% in the 1st quarter. Certified Advisory Corp now owns 5,528 shares of the company’s stock valued at $839,000 after purchasing an additional 68 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.3 %

NYSEARCA:IVE traded up $0.55 during trading hours on Thursday, reaching $186.66. 181,217 shares of the company’s stock were exchanged, compared to its average volume of 1,058,281. The firm has a market capitalization of $29.51 billion, a price-to-earnings ratio of 15.85 and a beta of 0.94. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $186.84. The company has a 50-day moving average of $178.19 and a 200 day moving average of $167.83.

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.