Two West Capital Advisors LLC Has $345,000 Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Two West Capital Advisors LLC raised its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 28.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,805 shares of the company’s stock after acquiring an additional 399 shares during the period. Two West Capital Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $345,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of IVE. United Asset Strategies Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 1.6% during the 4th quarter. United Asset Strategies Inc. now owns 40,389 shares of the company’s stock worth $7,709,000 after acquiring an additional 631 shares during the period. Kingswood Wealth Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 21.8% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 2,684 shares of the company’s stock valued at $512,000 after acquiring an additional 480 shares during the period. Register Financial Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 74.9% in the 4th quarter. Register Financial Advisors LLC now owns 698 shares of the company’s stock valued at $133,000 after purchasing an additional 299 shares in the last quarter. PFG Investments LLC increased its position in shares of iShares S&P 500 Value ETF by 6.2% during the 4th quarter. PFG Investments LLC now owns 6,772 shares of the company’s stock worth $1,293,000 after purchasing an additional 394 shares in the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in iShares S&P 500 Value ETF by 1.6% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,788 shares of the company’s stock valued at $723,000 after purchasing an additional 59 shares during the last quarter.

iShares S&P 500 Value ETF Trading Down 0.2 %

NYSEARCA IVE opened at $196.15 on Monday. The firm has a market cap of $35.14 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $173.01 and a 1-year high of $206.63. The company has a 50 day moving average of $196.39 and a 200-day moving average of $194.55.

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.