Pines Wealth Management LLC acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 18,018 shares of the company’s stock, valued at approximately $3,391,000. iShares S&P 500 Value ETF comprises approximately 1.5% of Pines Wealth Management LLC’s holdings, making the stock its 15th largest position.
Other large investors also recently modified their holdings of the company. Chesapeake Wealth Management increased its stake in shares of iShares S&P 500 Value ETF by 3.8% in the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after buying an additional 50 shares during the last quarter. GDS Wealth Management grew its holdings in iShares S&P 500 Value ETF by 3.3% during the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after acquiring an additional 56 shares in the last quarter. Whitcomb & Hess Inc. increased its position in shares of iShares S&P 500 Value ETF by 1.0% in the 3rd quarter. Whitcomb & Hess Inc. now owns 6,023 shares of the company’s stock worth $1,188,000 after purchasing an additional 58 shares during the last quarter. Axiom Advisory LLC raised its stake in shares of iShares S&P 500 Value ETF by 1.8% in the 3rd quarter. Axiom Advisory LLC now owns 3,392 shares of the company’s stock valued at $646,000 after purchasing an additional 61 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.6% in the 3rd quarter. Kohmann Bosshard Financial Services LLC now owns 10,171 shares of the company’s stock valued at $2,005,000 after purchasing an additional 63 shares in the last quarter.
iShares S&P 500 Value ETF Stock Performance
NYSEARCA:IVE opened at $190.30 on Wednesday. The company has a market capitalization of $34.09 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a one year low of $170.13 and a one year high of $206.63. The stock has a 50-day simple moving average of $197.41 and a 200 day simple moving average of $193.90.
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.
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