iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC lifted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 96,019 shares of the company’s stock after purchasing an additional 4,201 shares during the quarter. iShares S&P 500 Value ETF comprises about 2.5% of Patriot Financial Group Insurance Agency LLC’s investment portfolio, making the stock its 3rd largest position. Patriot Financial Group Insurance Agency LLC’s holdings in iShares S&P 500 Value ETF were worth $18,328,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. raised its position in shares of iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after buying an additional 76 shares during the last quarter. Northwest Investment Counselors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at $31,000. Valued Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the 3rd quarter worth $35,000. Perkins Coie Trust Co purchased a new position in shares of iShares S&P 500 Value ETF in the 4th quarter worth $35,000. Finally, Copley Financial Group Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at $36,000.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $197.80 on Tuesday. iShares S&P 500 Value ETF has a 12 month low of $173.01 and a 12 month high of $206.63. The firm has a market capitalization of $35.44 billion, a PE ratio of 23.79 and a beta of 0.81. The business’s 50-day moving average is $196.39 and its two-hundred day moving average is $194.62.

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.