Atria Wealth Solutions Inc. Raises Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Atria Wealth Solutions Inc. boosted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.8% in the fourth quarter, Holdings Channel reports. The fund owned 72,183 shares of the company’s stock after buying an additional 1,292 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in iShares S&P 500 Value ETF were worth $12,552,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IVE. International Assets Investment Management LLC raised its position in shares of iShares S&P 500 Value ETF by 17,397.0% in the 4th quarter. International Assets Investment Management LLC now owns 1,119,109 shares of the company’s stock valued at $194,602,000 after purchasing an additional 1,112,713 shares in the last quarter. Charles Schwab Investment Management Inc. acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $93,051,000. Calamos Wealth Management LLC raised its position in shares of iShares S&P 500 Value ETF by 778.4% in the 4th quarter. Calamos Wealth Management LLC now owns 472,801 shares of the company’s stock valued at $82,215,000 after purchasing an additional 418,976 shares in the last quarter. Comerica Bank acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $62,554,000. Finally, Corient Private Wealth LLC raised its position in shares of iShares S&P 500 Value ETF by 1,513.6% during the 3rd quarter. Corient Private Wealth LLC now owns 379,169 shares of the company’s stock valued at $58,331,000 after acquiring an additional 355,670 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock traded down $0.94 on Thursday, hitting $180.10. 215,906 shares of the stock traded hands, compared to its average volume of 964,949. The company has a market capitalization of $32.26 billion, a PE ratio of 23.38 and a beta of 0.84. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $187.24. The company’s fifty day moving average is $181.27 and its 200 day moving average is $171.43.

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.