FORVIS Wealth Advisors LLC Has $7.97 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

FORVIS Wealth Advisors LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 13.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,679 shares of the company’s stock after purchasing an additional 5,122 shares during the period. FORVIS Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $7,973,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of IVE. Veracity Capital LLC boosted its position in shares of iShares S&P 500 Value ETF by 27.5% in the first quarter. Veracity Capital LLC now owns 3,807 shares of the company’s stock worth $711,000 after buying an additional 821 shares during the period. Kovack Advisors Inc. boosted its position in shares of iShares S&P 500 Value ETF by 44.3% in the first quarter. Kovack Advisors Inc. now owns 1,671 shares of the company’s stock worth $312,000 after buying an additional 513 shares during the period. OMNI 360 Wealth Inc. acquired a new stake in shares of iShares S&P 500 Value ETF in the first quarter worth $468,000. Valeo Financial Advisors LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.7% in the first quarter. Valeo Financial Advisors LLC now owns 17,470 shares of the company’s stock worth $3,264,000 after buying an additional 114 shares during the period. Finally, Integrity Wealth Solutions LLC boosted its position in shares of iShares S&P 500 Value ETF by 5.7% in the first quarter. Integrity Wealth Solutions LLC now owns 2,118 shares of the company’s stock worth $396,000 after buying an additional 114 shares during the period.

iShares S&P 500 Value ETF Stock Down 0.1 %

Shares of iShares S&P 500 Value ETF stock traded down $0.20 during midday trading on Thursday, hitting $181.52. The company’s stock had a trading volume of 329,170 shares, compared to its average volume of 795,254. The firm has a market capitalization of $32.52 billion, a P/E ratio of 23.79 and a beta of 0.81. The stock has a 50-day simple moving average of $182.53 and a 200-day simple moving average of $179.50. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $187.24.

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.