iShares S&P 500 Value ETF $IVE Shares Bought by World Investment Advisors

World Investment Advisors lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1,368.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 240,141 shares of the company’s stock after buying an additional 223,786 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 0.8% of World Investment Advisors’ investment portfolio, making the stock its 18th largest position. World Investment Advisors’ holdings in iShares S&P 500 Value ETF were worth $50,927,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. REAP Financial Group LLC grew its holdings in iShares S&P 500 Value ETF by 9.7% during the third quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock worth $112,000 after acquiring an additional 48 shares during the period. Flagship Private Wealth LLC lifted its holdings in iShares S&P 500 Value ETF by 1.1% in the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after acquiring an additional 48 shares during the last quarter. Patten & Patten Inc. TN lifted its holdings in iShares S&P 500 Value ETF by 4.8% in the 4th quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after acquiring an additional 48 shares during the last quarter. Dumont & Blake Investment Advisors LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.5% during the 3rd quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock valued at $2,229,000 after purchasing an additional 49 shares in the last quarter. Finally, Bernardo Wealth Planning LLC grew its stake in shares of iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after purchasing an additional 49 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $209.93 on Thursday. The company’s 50 day simple moving average is $218.05 and its 200 day simple moving average is $211.88. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $223.05. The company has a market capitalization of $47.42 billion, a P/E ratio of 20.70 and a beta of 0.89.

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. 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.