iShares S&P 500 Value ETF (NYSEARCA:IVE) Stake Increased by Capital Advisors Ltd. LLC

Capital Advisors Ltd. LLC increased its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 34,592 shares of the company’s stock after buying an additional 3,620 shares during the period. iShares S&P 500 Value ETF comprises about 0.8% of Capital Advisors Ltd. LLC’s investment portfolio, making the stock its 26th largest position. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Value ETF were worth $6,015,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Peoples Bank KS acquired a new position in iShares S&P 500 Value ETF in the third quarter worth $25,000. Allspring Global Investments Holdings LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 700.0% during the third quarter. Allspring Global Investments Holdings LLC now owns 160 shares of the company’s stock valued at $25,000 after acquiring an additional 140 shares during the period. First Pacific Financial acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $30,000. Sound Income Strategies LLC acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $35,000. Finally, Wetzel Investment Advisors Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $35,000.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE traded up $0.06 during midday trading on Wednesday, hitting $181.04. 508,420 shares of the stock traded hands, compared to its average volume of 974,551. The firm has a market capitalization of $32.49 billion, a PE ratio of 23.70 and a beta of 0.87. The business’s 50 day moving average price is $181.15 and its two-hundred day moving average price is $171.36. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $187.24.

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.