Aspiriant LLC Increases Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Aspiriant LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,224 shares of the company’s stock after acquiring an additional 85 shares during the period. Aspiriant LLC’s holdings in iShares S&P 500 Value ETF were worth $806,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Chesapeake Wealth Management lifted its position in iShares S&P 500 Value ETF by 3.8% in the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after purchasing an additional 50 shares during the period. West Coast Financial LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.3% during the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after buying an additional 53 shares in the last quarter. GDS Wealth Management raised its stake in shares of iShares S&P 500 Value ETF by 3.3% during the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after buying an additional 56 shares in the last quarter. Roble Belko & Company Inc lifted its holdings in shares of iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock valued at $2,145,000 after buying an additional 57 shares during the period. Finally, Whitcomb & Hess Inc. boosted its stake in shares of iShares S&P 500 Value ETF by 1.0% in the third quarter. Whitcomb & Hess Inc. now owns 6,023 shares of the company’s stock valued at $1,188,000 after buying an additional 58 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $195.66 on Wednesday. The business’s fifty day moving average price is $196.76 and its 200 day moving average price is $194.23. The firm has a market capitalization of $35.05 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $172.85 and a 1-year high of $206.63.

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.