Ascent Wealth Partners LLC Raises Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Ascent Wealth Partners LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 16.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 19,633 shares of the company’s stock after buying an additional 2,716 shares during the period. Ascent Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $3,748,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. LexAurum Advisors LLC increased its stake in iShares S&P 500 Value ETF by 47.2% in the 4th quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after buying an additional 1,233 shares in the last quarter. Financial Synergies Wealth Advisors Inc. grew its position in shares of iShares S&P 500 Value ETF by 0.6% during the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock valued at $5,480,000 after purchasing an additional 160 shares in the last quarter. DAVENPORT & Co LLC grew its position in shares of iShares S&P 500 Value ETF by 10.9% during the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock valued at $722,000 after purchasing an additional 372 shares in the last quarter. Equitable Trust Co. purchased a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at about $5,806,000. Finally, EP Wealth Advisors LLC grew its position in shares of iShares S&P 500 Value ETF by 3.6% during the third quarter. EP Wealth Advisors LLC now owns 40,055 shares of the company’s stock valued at $7,898,000 after purchasing an additional 1,387 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 1.0 %

Shares of iShares S&P 500 Value ETF stock opened at $196.39 on Friday. The firm has a market cap of $35.82 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95. The business has a 50-day moving average price of $194.14 and a 200-day moving average price of $195.85. iShares S&P 500 Value ETF has a twelve month low of $176.09 and a twelve month high of $206.63.

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.