Compass Financial Group Inc. Ohio Takes Position in iShares S&P 500 Value ETF $IVE

Compass Financial Group Inc. Ohio purchased a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) during the fourth quarter, Holdings Channel reports. The firm purchased 3,896 shares of the company’s stock, valued at approximately $826,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of iShares S&P 500 Value ETF by 0.8% during the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after buying an additional 112 shares during the period. Great Lakes Advisors LLC raised its position in iShares S&P 500 Value ETF by 6,385.7% during the 1st quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock worth $83,000 after buying an additional 447 shares during the last quarter. Schnieders Capital Management LLC. purchased a new position in iShares S&P 500 Value ETF during the 2nd quarter worth $550,000. Russell Investments Group Ltd. lifted its stake in shares of iShares S&P 500 Value ETF by 28.8% in the 2nd quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock worth $416,000 after acquiring an additional 477 shares during the period. Finally, First Trust Advisors LP lifted its stake in shares of iShares S&P 500 Value ETF by 2.8% in the 2nd quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock worth $5,184,000 after acquiring an additional 731 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $226.38 on Friday. The firm has a market cap of $49.98 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52-week low of $189.67 and a 52-week high of $230.05. The company’s 50-day simple moving average is $224.14 and its 200-day simple moving average is $218.40.

About iShares S&P 500 Value ETF

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.