XML Financial LLC Makes New Investment in iShares S&P 500 Value ETF $IVE

XML Financial LLC acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) during the third quarter, according to its most recent filing with the SEC. The firm acquired 3,398 shares of the company’s stock, valued at approximately $776,000.

Other institutional investors also recently bought and sold shares of the company. MBA Advisors LLC lifted its position in iShares S&P 500 Value ETF by 2.8% in the third quarter. MBA Advisors LLC now owns 4,323 shares of the company’s stock valued at $987,000 after purchasing an additional 117 shares during the period. TSG Advice Partners LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $409,000. One Way Holdings LLC boosted its holdings in iShares S&P 500 Value ETF by 32.0% in the 3rd quarter. One Way Holdings LLC now owns 4,109 shares of the company’s stock valued at $938,000 after purchasing an additional 996 shares in the last quarter. Vigilare Wealth Management purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $312,000. Finally, Trek Financial LLC boosted its holdings in iShares S&P 500 Value ETF by 2.8% in the 3rd quarter. Trek Financial LLC now owns 105,033 shares of the company’s stock valued at $23,977,000 after purchasing an additional 2,813 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.6%

NYSEARCA IVE opened at $238.33 on Wednesday. The business’s 50 day moving average is $234.80 and its two-hundred day moving average is $226.35. iShares S&P 500 Value ETF has a 12-month low of $203.15 and a 12-month high of $241.38. The stock has a market capitalization of $50.48 billion, a price-to-earnings ratio of 22.47 and a beta of 0.82.

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.