Arete Wealth Advisors LLC Acquires 1,417 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Arete Wealth Advisors LLC grew its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 50.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,223 shares of the company’s stock after acquiring an additional 1,417 shares during the period. Arete Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $806,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. West Coast Financial LLC grew its stake in iShares S&P 500 Value ETF by 0.3% in the fourth quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after purchasing an additional 53 shares in the last quarter. SWP Financial LLC grew its stake in shares of iShares S&P 500 Value ETF by 0.4% in the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after buying an additional 54 shares in the last quarter. Roble Belko & Company Inc increased its holdings in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after buying an additional 57 shares during the last quarter. Family Firm Inc. raised its position in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock worth $1,998,000 after acquiring an additional 57 shares in the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in shares of iShares S&P 500 Value ETF by 1.6% in 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 acquiring an additional 59 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $172.67 on Friday. iShares S&P 500 Value ETF has a 52-week low of $172.56 and a 52-week high of $206.63. The stock has a market cap of $33.62 billion, a price-to-earnings ratio of 21.80 and a beta of 0.94. The firm’s 50-day moving average is $193.16 and its 200-day moving average is $195.67.

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.