Legacy Capital Group California Inc. Has $742,000 Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Legacy Capital Group California Inc. increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 8.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,765 shares of the company’s stock after acquiring an additional 291 shares during the period. Legacy Capital Group California Inc.’s holdings in iShares S&P 500 Value ETF were worth $742,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. JPMorgan Chase & Co. raised its position in iShares S&P 500 Value ETF by 5.1% in the 1st quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock valued at $3,320,751,000 after buying an additional 861,704 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in iShares S&P 500 Value ETF by 3.5% during the second quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock worth $2,253,356,000 after purchasing an additional 420,007 shares during the last quarter. LPL Financial LLC increased its stake in iShares S&P 500 Value ETF by 4.9% in the 2nd quarter. LPL Financial LLC now owns 4,258,617 shares of the company’s stock valued at $775,111,000 after buying an additional 200,427 shares during the last quarter. US Bancorp DE grew its holdings in shares of iShares S&P 500 Value ETF by 9.9% in the first quarter. US Bancorp DE now owns 1,539,081 shares of the company’s stock valued at $287,516,000 after acquiring an additional 139,258 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. boosted its position in iShares S&P 500 Value ETF by 3.4% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 1,424,716 shares of the company’s stock worth $259,313,000 after purchasing an additional 47,074 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $197.79 on Friday. The business’s fifty day moving average is $195.36 and its 200-day moving average is $187.54. The stock has a market capitalization of $35.43 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a one year low of $147.23 and a one year high of $201.08.

iShares S&P 500 Value ETF 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.