EP Wealth Advisors LLC Acquires 1,387 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

EP Wealth Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.6% in the third quarter, HoldingsChannel reports. The institutional investor owned 40,055 shares of the company’s stock after purchasing an additional 1,387 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $7,898,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of IVE. Kovitz Investment Group Partners LLC raised its position in shares of iShares S&P 500 Value ETF by 28.7% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 613,456 shares of the company’s stock valued at $120,955,000 after acquiring an additional 136,769 shares during the last quarter. Stifel Financial Corp grew its stake in shares of iShares S&P 500 Value ETF by 2.5% during the third quarter. Stifel Financial Corp now owns 2,488,560 shares of the company’s stock worth $490,670,000 after purchasing an additional 60,868 shares during the period. Swmg LLC increased its holdings in iShares S&P 500 Value ETF by 2.1% in the third quarter. Swmg LLC now owns 27,222 shares of the company’s stock valued at $5,484,000 after purchasing an additional 553 shares during the last quarter. Quantinno Capital Management LP increased its holdings in iShares S&P 500 Value ETF by 68.6% in the third quarter. Quantinno Capital Management LP now owns 12,280 shares of the company’s stock valued at $2,421,000 after purchasing an additional 4,998 shares during the last quarter. Finally, Resurgent Financial Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 2.7% in the third quarter. Resurgent Financial Advisors LLC now owns 4,808 shares of the company’s stock valued at $948,000 after buying an additional 128 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.3 %

iShares S&P 500 Value ETF stock opened at $201.91 on Friday. The firm has a market capitalization of $36.17 billion, a P/E ratio of 23.79 and a beta of 0.81. The business has a 50-day moving average of $199.65 and a 200-day moving average of $191.83. iShares S&P 500 Value ETF has a 1 year low of $165.64 and a 1 year high of $206.63.

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.