Catalina Capital Group LLC Purchases 2,778 Shares of iShares S&P 500 Value ETF $IVE

Catalina Capital Group LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 48.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,549 shares of the company’s stock after acquiring an additional 2,778 shares during the quarter. iShares S&P 500 Value ETF makes up about 1.1% of Catalina Capital Group LLC’s investment portfolio, making the stock its 20th largest position. Catalina Capital Group LLC’s holdings in iShares S&P 500 Value ETF were worth $1,813,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. United Services Automobile Association bought a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter valued at about $26,000. Palisade Asset Management LLC bought a new position in shares of iShares S&P 500 Value ETF during the third quarter valued at approximately $29,000. Ransom Advisory Ltd purchased a new position in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $31,000. Center for Financial Planning Inc. bought a new position in iShares S&P 500 Value ETF in the third quarter worth approximately $32,000. Finally, Tripletail Wealth Management LLC purchased a new stake in iShares S&P 500 Value ETF during the third quarter worth $37,000.

iShares S&P 500 Value ETF Trading Up 0.2%

Shares of NYSEARCA IVE opened at $211.49 on Thursday. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $223.05. The stock’s fifty day simple moving average is $216.63 and its two-hundred day simple moving average is $212.33. The stock has a market capitalization of $47.78 billion, a PE ratio of 20.70 and a beta of 0.89.

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. 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.