Atria Investments Inc Has $68.73 Million Position in iShares S&P 500 Value ETF $IVE

Atria Investments Inc boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 48.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 324,082 shares of the company’s stock after acquiring an additional 105,827 shares during the period. iShares S&P 500 Value ETF accounts for 0.8% of Atria Investments Inc’s holdings, making the stock its 19th biggest position. Atria Investments Inc’s holdings in iShares S&P 500 Value ETF were worth $68,728,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Catalyst Financial Partners LLC raised its position in shares of iShares S&P 500 Value ETF by 3.6% in the fourth quarter. Catalyst Financial Partners LLC now owns 3,898 shares of the company’s stock valued at $827,000 after purchasing an additional 136 shares during the period. Strategic Family Wealth Counselors L.L.C. boosted its stake in iShares S&P 500 Value ETF by 12.6% in the 4th quarter. Strategic Family Wealth Counselors L.L.C. now owns 5,244 shares of the company’s stock valued at $1,121,000 after purchasing an additional 587 shares during the period. Bridgewealth Advisory Group LLC bought a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at $203,000. Liberty Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 3.0% in the 4th quarter. Liberty Wealth Management LLC now owns 108,331 shares of the company’s stock valued at $22,953,000 after buying an additional 3,181 shares in the last quarter. Finally, Independent Advisor Alliance grew its holdings in iShares S&P 500 Value ETF by 3.7% in the 4th quarter. Independent Advisor Alliance now owns 2,592 shares of the company’s stock valued at $550,000 after buying an additional 92 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 0.1%

Shares of iShares S&P 500 Value ETF stock opened at $224.64 on Thursday. iShares S&P 500 Value ETF has a twelve month low of $185.34 and a twelve month high of $225.34. The company has a 50-day simple moving average of $216.52 and a two-hundred day simple moving average of $215.05. The stock has a market capitalization of $49.60 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83.

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.