iShares S&P 500 Value ETF $IVE Stake Boosted by NorthRock Partners LLC

NorthRock Partners LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5,987.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,896 shares of the company’s stock after purchasing an additional 98,255 shares during the quarter. NorthRock Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $20,629,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in IVE. United Services Automobile Association acquired a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth $26,000. Center for Financial Planning Inc. bought a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter worth about $32,000. Tripletail Wealth Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $37,000. Rossmore Private Capital acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $44,000. Finally, Cloud Capital Management LLC bought a new stake in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at about $45,000.

iShares S&P 500 Value ETF Stock Down 0.1%

IVE opened at $211.71 on Friday. The firm has a market cap of $47.83 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $223.05. The company’s 50-day moving average price is $218.23 and its 200 day moving average price is $211.64.

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.