COFG Advisors LLC Makes New Investment in iShares S&P 500 Value ETF $IVE

COFG Advisors LLC purchased a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 9,975 shares of the company’s stock, valued at approximately $2,115,000.

Several other large investors have also recently made changes to their positions in the business. Brighton Jones LLC boosted its holdings in iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after acquiring an additional 112 shares in the last quarter. Great Lakes Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 6,385.7% in the first quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock valued at $83,000 after acquiring an additional 447 shares in the last quarter. Schnieders Capital Management LLC. purchased a new position in iShares S&P 500 Value ETF during the second quarter valued at $550,000. Russell Investments Group Ltd. lifted its position in iShares S&P 500 Value ETF by 28.8% during the second quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock valued at $416,000 after buying an additional 477 shares during the period. Finally, First Trust Advisors LP lifted its position in iShares S&P 500 Value ETF by 2.8% during the second quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock valued at $5,184,000 after buying an additional 731 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.5%

Shares of iShares S&P 500 Value ETF stock opened at $226.71 on Tuesday. The firm has a market capitalization of $50.06 billion, a P/E ratio of 20.70 and a beta of 0.83. The business has a fifty day simple moving average of $219.58 and a two-hundred day simple moving average of $216.64. iShares S&P 500 Value ETF has a 12 month low of $187.50 and a 12 month high of $228.95.

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.