Catalyst Private Wealth LLC Boosts Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Catalyst Private Wealth LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 12.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,799 shares of the company’s stock after purchasing an additional 771 shares during the period. iShares S&P 500 Value ETF accounts for approximately 0.6% of Catalyst Private Wealth LLC’s portfolio, making the stock its 28th largest holding. Catalyst Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $1,298,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Northwest Investment Counselors LLC purchased a new position in iShares S&P 500 Value ETF during the third quarter worth $31,000. Valued Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the third quarter valued at $35,000. Copley Financial Group Inc. purchased a new stake in iShares S&P 500 Value ETF during the 3rd quarter worth about $36,000. Hobbs Group Advisors LLC acquired a new position in iShares S&P 500 Value ETF in the 3rd quarter valued at about $40,000. Finally, Colony Family Offices LLC lifted its holdings in iShares S&P 500 Value ETF by 77.3% in the 3rd quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock valued at $54,000 after purchasing an additional 119 shares in the last quarter.

iShares S&P 500 Value ETF Stock Up 0.7 %

Shares of NYSEARCA:IVE traded up $1.25 during trading on Monday, reaching $189.42. The stock had a trading volume of 543,312 shares, compared to its average volume of 1,001,158. The stock has a market cap of $33.93 billion, a P/E ratio of 23.79 and a beta of 0.81. The business has a fifty day moving average price of $197.63 and a 200-day moving average price of $193.78. iShares S&P 500 Value ETF has a fifty-two week low of $170.13 and a fifty-two week 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.