Financial Synergies Wealth Advisors Inc. Has $5.32 Million Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Financial Synergies Wealth Advisors Inc. boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,474 shares of the company’s stock after purchasing an additional 637 shares during the period. iShares S&P 500 Value ETF comprises about 0.7% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 22nd largest holding. Financial Synergies Wealth Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $5,319,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Ellis Investment Partners LLC lifted its position in shares of iShares S&P 500 Value ETF by 0.4% in the fourth quarter. Ellis Investment Partners LLC now owns 15,815 shares of the company’s stock valued at $2,750,000 after buying an additional 63 shares during the last quarter. Beacon Bridge Wealth Partners LLC grew its stake in shares of iShares S&P 500 Value ETF by 4.7% in the fourth quarter. Beacon Bridge Wealth Partners LLC now owns 1,404 shares of the company’s stock valued at $244,000 after acquiring an additional 63 shares in the last quarter. Trifecta Capital Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF by 2.0% in the fourth quarter. Trifecta Capital Advisors LLC now owns 3,401 shares of the company’s stock valued at $591,000 after acquiring an additional 66 shares in the last quarter. Oxinas Partners Wealth Management LLC increased its position in iShares S&P 500 Value ETF by 1.1% during the fourth quarter. Oxinas Partners Wealth Management LLC now owns 6,529 shares of the company’s stock worth $1,135,000 after acquiring an additional 71 shares during the period. Finally, Financial Counselors Inc. raised its stake in iShares S&P 500 Value ETF by 0.7% in the 4th quarter. Financial Counselors Inc. now owns 10,184 shares of the company’s stock worth $1,771,000 after purchasing an additional 71 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock traded up $1.47 during mid-day trading on Monday, reaching $184.13. 451,753 shares of the company were exchanged, compared to its average volume of 814,201. The firm has a market cap of $32.99 billion, a PE ratio of 23.79 and a beta of 0.81. The company has a fifty day simple moving average of $181.95 and a 200-day simple moving average of $178.87. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $187.24.

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.