iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by Diversify Advisory Services LLC

Diversify Advisory Services LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.4% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,313 shares of the company’s stock after buying an additional 307 shares during the period. Diversify Advisory Services LLC’s holdings in iShares S&P 500 Value ETF were worth $2,419,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of IVE. Bank OZK increased its position in shares of iShares S&P 500 Value ETF by 42.6% in the 4th quarter. Bank OZK now owns 2,310 shares of the company’s stock valued at $402,000 after purchasing an additional 690 shares during the last quarter. D.A. Davidson & CO. increased its holdings in iShares S&P 500 Value ETF by 0.6% in the fourth quarter. D.A. Davidson & CO. now owns 18,017 shares of the company’s stock valued at $3,133,000 after buying an additional 110 shares during the last quarter. Sachetta LLC acquired a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at $1,723,000. Watershed Private Wealth LLC lifted its holdings in iShares S&P 500 Value ETF by 3.4% during the 4th quarter. Watershed Private Wealth LLC now owns 39,034 shares of the company’s stock worth $6,787,000 after buying an additional 1,279 shares during the last quarter. Finally, BKM Wealth Management LLC boosted its position in shares of iShares S&P 500 Value ETF by 2.9% during the 1st quarter. BKM Wealth Management LLC now owns 63,882 shares of the company’s stock worth $11,934,000 after acquiring an additional 1,802 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE traded up $0.16 during midday trading on Friday, hitting $185.73. 264,220 shares of the company’s stock were exchanged, compared to its average volume of 760,784. iShares S&P 500 Value ETF has a twelve month low of $147.23 and a twelve month high of $191.93. The firm’s fifty day simple moving average is $184.41 and its 200-day simple moving average is $181.95. The company has a market cap of $33.27 billion, a PE ratio of 23.79 and a beta of 0.81.

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.