Triad Wealth Partners LLC Grows Stock Position in iShares S&P 500 Value ETF $IVE

Triad Wealth Partners LLC boosted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 30.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 260,257 shares of the company’s stock after purchasing an additional 60,963 shares during the period. iShares S&P 500 Value ETF accounts for approximately 4.3% of Triad Wealth Partners LLC’s holdings, making the stock its largest holding. Triad Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $54,953,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Flagship Private Wealth LLC boosted its stake in iShares S&P 500 Value ETF by 1.1% in the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock worth $901,000 after purchasing an additional 48 shares in the last quarter. Patten & Patten Inc. TN increased its stake in shares of iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after buying an additional 48 shares in the last quarter. Bernardo Wealth Planning LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after buying an additional 49 shares in the last quarter. Stegner Investment Associates Inc. increased its stake in shares of iShares S&P 500 Value ETF by 0.3% in the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after buying an additional 49 shares in the last quarter. Finally, Rossby Financial LCC raised its holdings in shares of iShares S&P 500 Value ETF by 6.6% in the fourth quarter. Rossby Financial LCC now owns 807 shares of the company’s stock valued at $171,000 after buying an additional 50 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $226.38 on Friday. The firm’s 50-day simple moving average is $224.14 and its 200 day simple moving average is $218.40. The company 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 12-month low of $189.67 and a 12-month high of $230.05.

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.