Atria Investments Inc Increases Stock Position in iShares S&P 500 Value ETF $IVE

Atria Investments Inc lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 12.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 218,255 shares of the company’s stock after buying an additional 24,949 shares during the period. Atria Investments Inc’s holdings in iShares S&P 500 Value ETF were worth $45,072,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IVE. United Services Automobile Association purchased a new position in shares of iShares S&P 500 Value ETF in the 2nd quarter worth about $26,000. Harbor Asset Planning Inc. acquired a new stake in iShares S&P 500 Value ETF during the 2nd quarter worth approximately $30,000. Center for Financial Planning Inc. purchased a new position in iShares S&P 500 Value ETF in the third quarter valued at approximately $32,000. Tripletail Wealth Management LLC purchased a new position in iShares S&P 500 Value ETF in the third quarter valued at approximately $37,000. Finally, Rossmore Private Capital acquired a new position in iShares S&P 500 Value ETF during the third quarter valued at approximately $44,000.

iShares S&P 500 Value ETF Stock Up 0.2%

iShares S&P 500 Value ETF stock opened at $222.01 on Thursday. The firm has a fifty day moving average of $215.51 and a 200-day moving average of $208.75. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $222.58. The firm has a market capitalization of $50.15 billion, a P/E ratio of 20.70 and a beta of 0.89.

iShares S&P 500 Value ETF Company 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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.