JB Capital LLC increased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 0.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 304,279 shares of the company’s stock after buying an additional 992 shares during the period. iShares S&P 500 Value ETF comprises 3.4% of JB Capital LLC’s portfolio, making the stock its 8th largest holding. JB Capital LLC’s holdings in iShares S&P 500 Value ETF were worth $59,995,000 at the end of the most recent quarter.
A number of other institutional investors have also modified their holdings of the company. CarsonAllaria Wealth Management Ltd. grew its holdings in iShares S&P 500 Value ETF by 289.5% in the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after buying an additional 110 shares during the period. Northwest Investment Counselors LLC purchased a new stake in iShares S&P 500 Value ETF in the third quarter valued at approximately $31,000. Valued Wealth Advisors LLC acquired a new position in iShares S&P 500 Value ETF during the third quarter worth approximately $35,000. Addison Advisors LLC raised its stake in iShares S&P 500 Value ETF by 50.0% during the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after purchasing an additional 93 shares during the period. Finally, TruNorth Capital Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 2nd quarter valued at $65,000.
iShares S&P 500 Value ETF Stock Down 0.1 %
Shares of NYSEARCA IVE traded down $0.21 during trading on Thursday, hitting $200.98. 63,504 shares of the company traded hands, compared to its average volume of 674,828. The firm has a market capitalization of $36.01 billion, a P/E ratio of 23.79 and a beta of 0.81. The company has a 50-day moving average price of $196.26 and a 200-day moving average price of $188.73. iShares S&P 500 Value ETF has a 1 year low of $155.79 and a 1 year high of $201.52.
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.
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