iShares S&P 500 Value ETF $IVE Stock Position Boosted by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 49.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 204,855 shares of the company’s stock after purchasing an additional 68,046 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 6.5% of Greenup Street Wealth Management LLC’s investment portfolio, making the stock its 6th largest holding. Greenup Street Wealth Management LLC owned about 0.10% of iShares S&P 500 Value ETF worth $42,305,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of IVE. Polianta Ltd bought a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter worth approximately $8,239,000. Syntegra Private Wealth Group LLC boosted its stake in iShares S&P 500 Value ETF by 7.7% in the third quarter. Syntegra Private Wealth Group LLC now owns 2,246 shares of the company’s stock valued at $464,000 after acquiring an additional 161 shares in the last quarter. Horst & Graben Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 4.3% in the third quarter. Horst & Graben Wealth Management LLC now owns 105,994 shares of the company’s stock worth $21,889,000 after purchasing an additional 4,368 shares during the last quarter. BCU Wealth Advisors LLC increased its position in shares of iShares S&P 500 Value ETF by 15.0% during the third quarter. BCU Wealth Advisors LLC now owns 13,657 shares of the company’s stock worth $2,820,000 after purchasing an additional 1,778 shares in the last quarter. Finally, CWM LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 0.5% during the 3rd quarter. CWM LLC now owns 1,876,261 shares of the company’s stock valued at $387,467,000 after purchasing an additional 9,161 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $214.19 on Friday. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $214.90. The business has a fifty day moving average price of $210.30 and a 200-day moving average price of $203.72. The stock has a market capitalization of $43.68 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

About iShares S&P 500 Value ETF

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.