Axim Planning & Wealth Makes New $202,000 Investment in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Axim Planning & Wealth purchased a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,027 shares of the company’s stock, valued at approximately $202,000.

Several other institutional investors have also made changes to their positions in IVE. Oppenheimer & Co. Inc. boosted its position in shares of iShares S&P 500 Value ETF by 14.5% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 25,313 shares of the company’s stock worth $4,991,000 after acquiring an additional 3,213 shares in the last quarter. Encompass Wealth Advisors LLC boosted its stake in iShares S&P 500 Value ETF by 0.3% in the third quarter. Encompass Wealth Advisors LLC now owns 150,299 shares of the company’s stock valued at $29,635,000 after buying an additional 463 shares in the last quarter. Empower Advisory Group LLC grew its position in iShares S&P 500 Value ETF by 8.6% in the third quarter. Empower Advisory Group LLC now owns 3,463 shares of the company’s stock valued at $683,000 after acquiring an additional 273 shares during the last quarter. Aptus Capital Advisors LLC raised its stake in iShares S&P 500 Value ETF by 3.8% during the third quarter. Aptus Capital Advisors LLC now owns 10,114 shares of the company’s stock worth $1,994,000 after acquiring an additional 373 shares in the last quarter. Finally, Savvy Advisors Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 5.2% in the third quarter. Savvy Advisors Inc. now owns 2,726 shares of the company’s stock worth $537,000 after acquiring an additional 135 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $201.47 on Thursday. iShares S&P 500 Value ETF has a 1 year low of $160.00 and a 1 year high of $203.67. The stock has a market cap of $36.09 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The company has a 50 day simple moving average of $196.75 and a 200 day simple moving average of $189.38.

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.