Interchange Capital Partners LLC Has $3.17 Million Stake in iShares S&P 500 Value ETF $IVE

Interchange Capital Partners LLC increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 17.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,328 shares of the company’s stock after purchasing an additional 2,313 shares during the quarter. Interchange Capital Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $3,166,000 as of its most recent filing with the SEC.

Other large investors have also recently added to or reduced their stakes in the company. REAP Financial Group LLC boosted its stake in shares of iShares S&P 500 Value ETF by 9.7% during the 3rd quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock valued at $112,000 after buying an additional 48 shares during the period. Dumont & Blake Investment Advisors LLC boosted its position in iShares S&P 500 Value ETF by 0.5% during the third 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 during the last quarter. Signal Advisors Wealth LLC boosted its position in iShares S&P 500 Value ETF by 0.6% during the third quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock valued at $1,861,000 after purchasing an additional 51 shares during the last quarter. Rossby Financial LCC grew its stake in iShares S&P 500 Value ETF by 7.5% in the third quarter. Rossby Financial LCC now owns 757 shares of the company’s stock valued at $157,000 after purchasing an additional 53 shares in the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC increased its position in iShares S&P 500 Value ETF by 2.2% in the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,749 shares of the company’s stock worth $537,000 after purchasing an additional 59 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE opened at $221.58 on Thursday. The company has a market capitalization of $50.05 billion, a PE ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $223.05. The business has a 50-day moving average of $217.13 and a 200-day moving average of $210.36.

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.