EP Wealth Advisors LLC Purchases 1,387 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

EP Wealth Advisors LLC lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,055 shares of the company’s stock after acquiring an additional 1,387 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $7,898,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. Sutton Place Investors LLC grew its holdings in shares of iShares S&P 500 Value ETF by 9.3% during the second quarter. Sutton Place Investors LLC now owns 5,704 shares of the company’s stock worth $1,038,000 after purchasing an additional 483 shares during the last quarter. NBC Securities Inc. grew its holdings in iShares S&P 500 Value ETF by 33.3% during the 3rd quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock worth $423,000 after acquiring an additional 536 shares during the last quarter. Financial Partners Group Inc increased its position in iShares S&P 500 Value ETF by 2.7% in the 2nd quarter. Financial Partners Group Inc now owns 2,784 shares of the company’s stock valued at $507,000 after acquiring an additional 74 shares in the last quarter. Ausdal Financial Partners Inc. raised its stake in shares of iShares S&P 500 Value ETF by 81.0% in the third quarter. Ausdal Financial Partners Inc. now owns 46,203 shares of the company’s stock worth $9,110,000 after acquiring an additional 20,674 shares during the last quarter. Finally, Concourse Financial Group Securities Inc. grew its stake in shares of iShares S&P 500 Value ETF by 7.0% during the third quarter. Concourse Financial Group Securities Inc. now owns 53,260 shares of the company’s stock valued at $10,501,000 after purchasing an additional 3,500 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $201.91 on Friday. The firm has a 50 day simple moving average of $199.65 and a 200 day simple moving average of $191.83. iShares S&P 500 Value ETF has a fifty-two week low of $165.64 and a fifty-two week high of $206.63. The firm has a market cap of $36.17 billion, a P/E ratio of 23.79 and a beta of 0.81.

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.