Kestra Investment Management LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 9.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 264,985 shares of the company’s stock after buying an additional 22,847 shares during the period. iShares S&P 500 Value ETF makes up approximately 1.4% of Kestra Investment Management LLC’s investment portfolio, making the stock its 20th largest position. Kestra Investment Management LLC’s holdings in iShares S&P 500 Value ETF were worth $56,195,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of the company. Atlatl Advisers LLC grew its stake in iShares S&P 500 Value ETF by 76.0% during the fourth quarter. Atlatl Advisers LLC now owns 9,978 shares of the company’s stock worth $2,116,000 after buying an additional 4,310 shares in the last quarter. Blue Bell Private Wealth Management LLC grew its stake in iShares S&P 500 Value ETF by 697.5% during the fourth quarter. Blue Bell Private Wealth Management LLC now owns 2,576 shares of the company’s stock worth $546,000 after buying an additional 2,253 shares in the last quarter. GatePass Capital LLC acquired a new stake in iShares S&P 500 Value ETF during the fourth quarter worth about $1,227,000. Harbour Investments Inc. grew its stake in iShares S&P 500 Value ETF by 3.4% during the fourth quarter. Harbour Investments Inc. now owns 40,716 shares of the company’s stock worth $8,635,000 after buying an additional 1,333 shares in the last quarter. Finally, MSH Capital Advisors LLC grew its stake in iShares S&P 500 Value ETF by 8.9% during the fourth quarter. MSH Capital Advisors LLC now owns 19,899 shares of the company’s stock worth $4,220,000 after buying an additional 1,618 shares in the last quarter.
iShares S&P 500 Value ETF Price Performance
Shares of iShares S&P 500 Value ETF stock opened at $228.03 on Tuesday. The company has a market capitalization of $50.35 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a 12-month low of $185.34 and a 12-month high of $228.50. The firm’s 50-day moving average price is $217.96 and its two-hundred day moving average price is $215.97.
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.
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