3,064 iShares S&P 500 Value ETF $IVE Shares Acquired by Financial Life Advisors

Financial Life Advisors lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.9% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 166,034 shares of the company’s stock after acquiring an additional 3,064 shares during the period. iShares S&P 500 Value ETF makes up approximately 10.8% of Financial Life Advisors’ investment portfolio, making the stock its 2nd largest holding. Financial Life Advisors owned 0.08% of iShares S&P 500 Value ETF worth $37,902,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Krilogy Financial LLC increased its stake in iShares S&P 500 Value ETF by 52.0% during the 3rd quarter. Krilogy Financial LLC now owns 10,291 shares of the company’s stock valued at $2,407,000 after purchasing an additional 3,522 shares in the last quarter. CX Institutional raised its holdings in shares of iShares S&P 500 Value ETF by 7.4% in the third quarter. CX Institutional now owns 215,726 shares of the company’s stock worth $49,246,000 after buying an additional 14,951 shares during the last quarter. Amundi raised its holdings in shares of iShares S&P 500 Value ETF by 18.1% in the second quarter. Amundi now owns 59,900 shares of the company’s stock worth $13,601,000 after buying an additional 9,200 shares during the last quarter. PAX Financial Group LLC raised its holdings in shares of iShares S&P 500 Value ETF by 3.3% in the first quarter. PAX Financial Group LLC now owns 144,883 shares of the company’s stock worth $30,592,000 after buying an additional 4,640 shares during the last quarter. Finally, Beacon Advisors Holdings LLC purchased a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth $2,041,000.

iShares S&P 500 Value ETF Trading Down 0.0%

NYSEARCA:IVE opened at $234.06 on Thursday. iShares S&P 500 Value ETF has a 12 month low of $203.15 and a 12 month high of $239.93. The firm has a fifty day simple moving average of $234.40 and a 200-day simple moving average of $228.37. The company has a market capitalization of $49.53 billion, a P/E 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.