iShares S&P 500 Value ETF $IVE is Ewa LLC’s 2nd Largest Position

Ewa LLC decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 155,610 shares of the company’s stock after selling 9,994 shares during the period. iShares S&P 500 Value ETF makes up approximately 7.5% of Ewa LLC’s investment portfolio, making the stock its 2nd largest position. Ewa LLC’s holdings in iShares S&P 500 Value ETF were worth $32,857,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its position in shares of iShares S&P 500 Value ETF by 96.6% during the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock valued at $47,492,000 after buying an additional 110,058 shares during the period. FLP Wealth Management LLC grew its position in iShares S&P 500 Value ETF by 1,182.9% in the fourth quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock worth $5,082,000 after acquiring an additional 22,096 shares during the period. Centurion Wealth Management LLC increased its stake in iShares S&P 500 Value ETF by 24.7% during the fourth quarter. Centurion Wealth Management LLC now owns 24,643 shares of the company’s stock worth $5,226,000 after acquiring an additional 4,876 shares during the last quarter. Ausdal Financial Partners Inc. increased its stake in iShares S&P 500 Value ETF by 6.1% during the third quarter. Ausdal Financial Partners Inc. now owns 57,523 shares of the company’s stock worth $11,879,000 after acquiring an additional 3,328 shares during the last quarter. Finally, Cassilly Financial Group LLC acquired a new stake in iShares S&P 500 Value ETF during the fourth quarter worth $2,294,000.

iShares S&P 500 Value ETF Stock Up 0.3%

NYSEARCA:IVE opened at $227.16 on Tuesday. iShares S&P 500 Value ETF has a 52 week low of $193.90 and a 52 week high of $230.05. The stock’s fifty day moving average is $225.25 and its two-hundred day moving average is $219.08. The company has a market capitalization of $50.16 billion, a P/E ratio of 20.70 and a beta of 0.82.

iShares S&P 500 Value ETF Company 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.