iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by CreativeOne Wealth LLC

CreativeOne Wealth LLC grew its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 44.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 114,542 shares of the company’s stock after acquiring an additional 35,131 shares during the period. iShares S&P 500 Value ETF comprises 0.8% of CreativeOne Wealth LLC’s investment portfolio, making the stock its 27th biggest holding. CreativeOne Wealth LLC owned approximately 0.06% of iShares S&P 500 Value ETF worth $22,584,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Northwest Investment Counselors LLC purchased a new stake in iShares S&P 500 Value ETF during the 3rd quarter worth approximately $31,000. Valued Wealth Advisors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the third quarter worth $35,000. Addison Advisors LLC increased its position in shares of iShares S&P 500 Value ETF by 50.0% during the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after acquiring an additional 93 shares during the period. Colony Family Offices LLC raised its stake in shares of iShares S&P 500 Value ETF by 77.3% in the third quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock valued at $54,000 after acquiring an additional 119 shares in the last quarter. Finally, TruNorth Capital Management LLC purchased a new position in iShares S&P 500 Value ETF in the second quarter valued at $65,000.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $205.24 on Wednesday. The company has a market cap of $36.77 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The stock’s 50-day moving average is $198.38 and its two-hundred day moving average is $190.83. iShares S&P 500 Value ETF has a 1-year low of $163.68 and a 1-year high of $205.87.

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.