FORVIS Wealth Advisors LLC Has $7.97 Million Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

FORVIS Wealth Advisors LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 13.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,679 shares of the company’s stock after buying an additional 5,122 shares during the period. FORVIS Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $7,973,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IVE. International Assets Investment Management LLC raised its position in shares of iShares S&P 500 Value ETF by 17,397.0% in the fourth quarter. International Assets Investment Management LLC now owns 1,119,109 shares of the company’s stock valued at $194,602,000 after buying an additional 1,112,713 shares in the last quarter. CWM LLC raised its position in shares of iShares S&P 500 Value ETF by 228.4% in the first quarter. CWM LLC now owns 1,496,348 shares of the company’s stock valued at $279,533,000 after buying an additional 1,040,767 shares in the last quarter. Park Avenue Securities LLC increased its stake in iShares S&P 500 Value ETF by 1,337.4% in the first quarter. Park Avenue Securities LLC now owns 902,534 shares of the company’s stock valued at $168,602,000 after acquiring an additional 839,744 shares during the last quarter. The Manufacturers Life Insurance Company increased its stake in iShares S&P 500 Value ETF by 82.2% in the fourth quarter. The Manufacturers Life Insurance Company now owns 985,628 shares of the company’s stock valued at $171,391,000 after acquiring an additional 444,534 shares during the last quarter. Finally, Calamos Wealth Management LLC increased its stake in iShares S&P 500 Value ETF by 778.4% in the fourth quarter. Calamos Wealth Management LLC now owns 472,801 shares of the company’s stock valued at $82,215,000 after acquiring an additional 418,976 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE traded down $0.20 during mid-day trading on Thursday, reaching $181.52. The stock had a trading volume of 329,170 shares, compared to its average volume of 795,254. The stock has a 50-day simple moving average of $182.53 and a two-hundred day simple moving average of $179.50. The stock has a market capitalization of $32.52 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $187.24.

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.