Capital Advisors Ltd. LLC Acquires 36,929 Shares of iShares S&P 500 Value ETF $IVE

Capital Advisors Ltd. LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 522.4% during the first quarter, HoldingsChannel reports. The firm owned 43,998 shares of the company’s stock after acquiring an additional 36,929 shares during the quarter. iShares S&P 500 Value ETF accounts for 1.1% of Capital Advisors Ltd. LLC’s holdings, making the stock its 23rd largest position. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Value ETF were worth $9,290,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Simplex Trading LLC acquired a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at about $25,000. Decker Retirement Planning Inc. acquired a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at about $26,000. United Services Automobile Association bought a new position in iShares S&P 500 Value ETF in the second quarter valued at about $26,000. Finally, Palisade Asset Management LLC bought a new position in iShares S&P 500 Value ETF in the third quarter valued at about $29,000.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $226.38 on Monday. The company has a market cap of $49.98 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 12 month low of $189.67 and a 12 month high of $230.05. The stock has a 50-day moving average price of $224.14 and a two-hundred day moving average price of $218.45.

About iShares S&P 500 Value ETF

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.