iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Acquired by Lake Street Advisors Group LLC

Lake Street Advisors Group LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,985 shares of the company’s stock after acquiring an additional 75 shares during the quarter. Lake Street Advisors Group LLC’s holdings in iShares S&P 500 Value ETF were worth $589,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of IVE. Wealthcare Advisory Partners LLC raised its stake in iShares S&P 500 Value ETF by 20.0% during the 1st quarter. Wealthcare Advisory Partners LLC now owns 8,168 shares of the company’s stock valued at $1,526,000 after acquiring an additional 1,363 shares during the last quarter. 180 Wealth Advisors LLC purchased a new position in iShares S&P 500 Value ETF in the 1st quarter valued at $208,000. Register Financial Advisors LLC increased its stake in iShares S&P 500 Value ETF by 60.2% in the 1st quarter. Register Financial Advisors LLC now owns 399 shares of the company’s stock valued at $75,000 after buying an additional 150 shares during the period. CRA Financial Services LLC raised its position in iShares S&P 500 Value ETF by 6.1% during the 1st quarter. CRA Financial Services LLC now owns 4,844 shares of the company’s stock worth $905,000 after buying an additional 277 shares during the last quarter. Finally, Foguth Wealth Management LLC. acquired a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter worth $904,000.

iShares S&P 500 Value ETF Stock Down 0.7 %

Shares of NYSEARCA:IVE opened at $196.32 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $147.23 and a fifty-two week high of $201.08. The firm’s 50-day simple moving average is $195.53 and its 200-day simple moving average is $187.62. The company has a market cap of $35.17 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.