Capital Advisors Ltd. LLC Raises Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Capital Advisors Ltd. LLC grew its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.1% during the fourth quarter, Holdings Channel reports. The firm owned 40,300 shares of the company’s stock after purchasing an additional 846 shares during the period. iShares S&P 500 Value ETF makes up approximately 1.0% of Capital Advisors Ltd. LLC’s portfolio, making the stock its 24th largest position. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Value ETF were worth $7,693,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the stock. LexAurum Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF by 47.2% in the fourth quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock valued at $734,000 after purchasing an additional 1,233 shares during the last quarter. Financial Synergies Wealth Advisors Inc. grew its position in iShares S&P 500 Value ETF by 0.6% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after purchasing an additional 160 shares in the last quarter. DAVENPORT & Co LLC increased its stake in iShares S&P 500 Value ETF by 10.9% in the 4th quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock valued at $722,000 after buying an additional 372 shares during the last quarter. Equitable Trust Co. bought a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth approximately $5,806,000. Finally, EP Wealth Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 3.6% in the 3rd quarter. EP Wealth Advisors LLC now owns 40,055 shares of the company’s stock worth $7,898,000 after buying an additional 1,387 shares during the last quarter.

iShares S&P 500 Value ETF Stock Down 1.0 %

IVE stock opened at $196.39 on Monday. The firm has a market cap of $35.82 billion, a PE ratio of 22.47 and a beta of 0.95. The business has a 50 day moving average of $194.14 and a 200-day moving average of $195.94. iShares S&P 500 Value ETF has a 12-month low of $176.09 and a 12-month high of $206.63.

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.