Perigon Wealth Management LLC Acquires 60,914 Shares of iShares S&P 500 Value ETF $IVE

Perigon Wealth Management LLC increased its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 41.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 209,252 shares of the company’s stock after acquiring an additional 60,914 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 0.8% of Perigon Wealth Management LLC’s portfolio, making the stock its 23rd largest position. Perigon Wealth Management LLC owned approximately 0.09% of iShares S&P 500 Value ETF worth $44,376,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Heck Capital Advisors LLC boosted its stake in iShares S&P 500 Value ETF by 3.6% during the fourth quarter. Heck Capital Advisors LLC now owns 33,208 shares of the company’s stock worth $7,042,000 after acquiring an additional 1,153 shares in the last quarter. Oregon Pacific Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 64.0% in the fourth quarter. Oregon Pacific Wealth Management LLC now owns 4,079 shares of the company’s stock worth $865,000 after purchasing an additional 1,592 shares during the period. Crewe Advisors LLC increased its stake in iShares S&P 500 Value ETF by 99.4% in the fourth quarter. Crewe Advisors LLC now owns 2,419 shares of the company’s stock valued at $513,000 after purchasing an additional 1,206 shares in the last quarter. Genesis Financial Group LLC bought a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at $447,000. Finally, BridgePort Financial Solutions LLC raised its holdings in shares of iShares S&P 500 Value ETF by 26.9% during the fourth quarter. BridgePort Financial Solutions LLC now owns 18,032 shares of the company’s stock valued at $3,824,000 after purchasing an additional 3,824 shares during the period.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $211.86 on Friday. The stock has a market capitalization of $47.86 billion, a PE ratio of 20.70 and a beta of 0.89. The company’s 50-day moving average is $216.53 and its 200-day moving average is $212.32. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $223.05.

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.