Resurgent Financial Advisors LLC Has $1.73 Million Holdings in iShares S&P 500 Value ETF $IVE

Resurgent Financial Advisors LLC lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 39.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,137 shares of the company’s stock after purchasing an additional 2,281 shares during the quarter. iShares S&P 500 Value ETF makes up about 0.9% of Resurgent Financial Advisors LLC’s investment portfolio, making the stock its 25th largest position. Resurgent Financial Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $1,726,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of IVE. Brighton Jones LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.8% during the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after purchasing an additional 112 shares in the last quarter. Great Lakes Advisors LLC lifted its position in shares of iShares S&P 500 Value ETF by 6,385.7% during the 1st quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock worth $83,000 after buying an additional 447 shares during the period. Schnieders Capital Management LLC. bought a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter worth approximately $550,000. Russell Investments Group Ltd. lifted its position in shares of iShares S&P 500 Value ETF by 28.8% during the 2nd quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock worth $416,000 after buying an additional 477 shares during the period. Finally, First Trust Advisors LP lifted its position in shares of iShares S&P 500 Value ETF by 2.8% during the 2nd quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock worth $5,184,000 after buying an additional 731 shares during the period.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $227.15 on Friday. The company has a market capitalization of $50.15 billion, a PE ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a one year low of $189.66 and a one year high of $229.53. The business has a 50 day simple moving average of $222.37 and a 200 day simple moving average of $217.73.

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. 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.