LWS Wealth Advisors Inc. Buys 4,315 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

LWS Wealth Advisors Inc. raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 85,027 shares of the company’s stock after acquiring an additional 4,315 shares during the period. iShares S&P 500 Value ETF makes up 5.6% of LWS Wealth Advisors Inc.’s holdings, making the stock its 5th largest position. LWS Wealth Advisors Inc. owned 0.05% of iShares S&P 500 Value ETF worth $14,785,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. SageView Advisory Group LLC boosted its stake in iShares S&P 500 Value ETF by 69.5% in the 4th quarter. SageView Advisory Group LLC now owns 6,668 shares of the company’s stock worth $1,173,000 after purchasing an additional 2,734 shares during the period. US Bancorp DE boosted its stake in shares of iShares S&P 500 Value ETF by 4.9% during the 4th quarter. US Bancorp DE now owns 1,399,823 shares of the company’s stock worth $243,415,000 after buying an additional 65,445 shares during the last quarter. Balboa Wealth Partners boosted its stake in shares of iShares S&P 500 Value ETF by 85.2% during the 4th quarter. Balboa Wealth Partners now owns 6,629 shares of the company’s stock worth $1,153,000 after buying an additional 3,050 shares during the last quarter. Tidemark LLC acquired a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth about $712,000. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 408.3% during the 4th quarter. EverSource Wealth Advisors LLC now owns 305 shares of the company’s stock worth $53,000 after buying an additional 245 shares during the last quarter.

iShares S&P 500 Value ETF Trading Down 1.4 %

Shares of iShares S&P 500 Value ETF stock traded down $2.63 during trading hours on Thursday, reaching $182.74. 443,715 shares of the company’s stock were exchanged, compared to its average volume of 869,918. The company has a 50 day moving average of $182.45 and a two-hundred day moving average of $175.66. iShares S&P 500 Value ETF has a fifty-two week low of $147.23 and a fifty-two week high of $187.24. The stock has a market cap of $32.74 billion, a P/E ratio of 23.79 and a beta of 0.81.

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.