Oxinas Partners Wealth Management LLC Boosts Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Oxinas Partners Wealth Management LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,792 shares of the company’s stock after purchasing an additional 62 shares during the quarter. Oxinas Partners Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $1,296,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Atomi Financial Group Inc. boosted its position in iShares S&P 500 Value ETF by 412.1% during the fourth quarter. Atomi Financial Group Inc. now owns 9,234 shares of the company’s stock worth $1,763,000 after purchasing an additional 7,431 shares in the last quarter. Transform Wealth LLC raised its holdings in shares of iShares S&P 500 Value ETF by 2.2% in the fourth quarter. Transform Wealth LLC now owns 145,947 shares of the company’s stock worth $27,858,000 after acquiring an additional 3,108 shares during the last quarter. Aspiriant LLC raised its holdings in shares of iShares S&P 500 Value ETF by 2.1% in the fourth quarter. Aspiriant LLC now owns 4,224 shares of the company’s stock worth $806,000 after acquiring an additional 85 shares during the last quarter. Ballentine Partners LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Ballentine Partners LLC now owns 8,383 shares of the company’s stock worth $1,600,000 after acquiring an additional 66 shares during the last quarter. Finally, Koshinski Asset Management Inc. raised its holdings in shares of iShares S&P 500 Value ETF by 29.7% in the fourth quarter. Koshinski Asset Management Inc. now owns 8,801 shares of the company’s stock worth $1,680,000 after acquiring an additional 2,013 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.8 %

NYSEARCA IVE opened at $195.66 on Wednesday. iShares S&P 500 Value ETF has a fifty-two week low of $172.85 and a fifty-two week high of $206.63. The stock has a market cap of $35.05 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business has a fifty day moving average of $196.76 and a 200-day moving average of $194.23.

About iShares S&P 500 Value ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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