Chatterton & Associates Inc. Buys Shares of 21,945 iShares S&P 500 Value ETF $IVE

Chatterton & Associates Inc. purchased a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) during the fourth quarter, Holdings Channel.com reports. The fund purchased 21,945 shares of the company’s stock, valued at approximately $4,654,000. iShares S&P 500 Value ETF makes up approximately 4.0% of Chatterton & Associates Inc.’s portfolio, making the stock its 4th largest position.

Other institutional investors also recently made changes to their positions in the company. Sovran Advisors LLC lifted its position in iShares S&P 500 Value ETF by 19.6% in the fourth quarter. Sovran Advisors LLC now owns 93,636 shares of the company’s stock worth $20,391,000 after purchasing an additional 15,361 shares during the period. Savvy Advisors Inc. increased its position in shares of iShares S&P 500 Value ETF by 36.9% during the 4th quarter. Savvy Advisors Inc. now owns 6,487 shares of the company’s stock valued at $1,376,000 after purchasing an additional 1,750 shares during the period. ETF Portfolio Partners Inc. increased its position in shares of iShares S&P 500 Value ETF by 5.9% during the 4th quarter. ETF Portfolio Partners Inc. now owns 34,412 shares of the company’s stock valued at $7,298,000 after purchasing an additional 1,903 shares during the period. Stratos Wealth Partners LTD. raised its stake in shares of iShares S&P 500 Value ETF by 1.3% in the 4th quarter. Stratos Wealth Partners LTD. now owns 151,922 shares of the company’s stock worth $32,218,000 after buying an additional 1,962 shares in the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its stake in shares of iShares S&P 500 Value ETF by 96.6% in the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock worth $47,492,000 after buying an additional 110,058 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $211.86 on Friday. The business has a fifty day simple moving average of $216.44 and a 200-day simple moving average of $212.44. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $223.05. The firm has a market cap of $46.76 billion, a price-to-earnings 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.