Mission Wealth Management LP grew its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 51.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,824 shares of the company’s stock after buying an additional 4,685 shares during the period. Mission Wealth Management LP’s holdings in iShares S&P 500 Value ETF were worth $3,139,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also made changes to their positions in the company. Simplex Trading LLC acquired a new position in iShares S&P 500 Value ETF in the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth about $25,000. RMG Wealth Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter valued at about $27,000. Decker Retirement Planning Inc. purchased a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter valued at about $26,000. Finally, United Services Automobile Association purchased a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter valued at about $26,000.
iShares S&P 500 Value ETF Stock Up 0.1%
Shares of NYSEARCA IVE opened at $236.60 on Thursday. The business has a 50-day moving average price of $230.07 and a 200 day moving average price of $222.99. The stock has a market cap of $50.01 billion, a PE ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52-week low of $200.52 and a 52-week high of $236.97.
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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