iShares S&P 500 Value ETF $IVE is One Wealth Advisors LLC’s 4th Largest Position

One Wealth Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 39.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 133,456 shares of the company’s stock after buying an additional 37,459 shares during the period. iShares S&P 500 Value ETF comprises 3.5% of One Wealth Advisors LLC’s portfolio, making the stock its 4th largest holding. One Wealth Advisors LLC owned 0.06% of iShares S&P 500 Value ETF worth $28,302,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Decker Retirement Planning Inc. purchased a new stake in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $26,000. United Services Automobile Association purchased a new stake in iShares S&P 500 Value ETF during the second quarter valued at approximately $26,000. Palisade Asset Management LLC purchased a new stake in iShares S&P 500 Value ETF during the third quarter valued at approximately $29,000. Ransom Advisory Ltd purchased a new stake in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $31,000. Finally, Center for Financial Planning Inc. purchased a new stake in iShares S&P 500 Value ETF during the third quarter valued at approximately $32,000.

iShares S&P 500 Value ETF Trading Down 0.1%

Shares of IVE stock opened at $223.51 on Friday. iShares S&P 500 Value ETF has a 12 month low of $183.05 and a 12 month high of $225.26. The stock has a market cap of $49.35 billion, a P/E ratio of 20.70 and a beta of 0.83. The company has a 50 day simple moving average of $216.09 and a two-hundred day simple moving average of $214.08.

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.