CreativeOne Wealth LLC Has $22.58 Million Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

CreativeOne Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 44.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 114,542 shares of the company’s stock after buying an additional 35,131 shares during the period. iShares S&P 500 Value ETF accounts for about 0.8% of CreativeOne Wealth LLC’s investment portfolio, making the stock its 27th largest holding. CreativeOne Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $22,584,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Chesapeake Wealth Management boosted its position in shares of iShares S&P 500 Value ETF by 3.8% during the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after buying an additional 50 shares during the period. CGN Advisors LLC boosted its position in iShares S&P 500 Value ETF by 3.0% during the 2nd quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock worth $339,000 after acquiring an additional 55 shares during the last quarter. Capital Square LLC grew its stake in shares of iShares S&P 500 Value ETF by 1.3% during the 2nd quarter. Capital Square LLC now owns 4,339 shares of the company’s stock worth $816,000 after acquiring an additional 55 shares in the last quarter. HighMark Wealth Management LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.7% in the second quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock valued at $1,494,000 after purchasing an additional 56 shares during the last quarter. Finally, GDS Wealth Management lifted its position in shares of iShares S&P 500 Value ETF by 3.3% in the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after purchasing an additional 56 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.0 %

iShares S&P 500 Value ETF stock opened at $205.24 on Wednesday. iShares S&P 500 Value ETF has a 1-year low of $163.68 and a 1-year high of $205.87. The company has a fifty day simple moving average of $198.38 and a 200 day simple moving average of $190.83. The company has a market cap of $36.77 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.