iShares S&P 500 Value ETF $IVE Shares Purchased by Ascent Wealth Partners LLC

Ascent Wealth Partners LLC boosted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 15.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 26,113 shares of the company’s stock after purchasing an additional 3,587 shares during the period. Ascent Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $5,514,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. IMA Advisory Services Inc. raised its stake in shares of iShares S&P 500 Value ETF by 35.8% during the first quarter. IMA Advisory Services Inc. now owns 595 shares of the company’s stock worth $126,000 after purchasing an additional 157 shares during the last quarter. Bartlett & CO. Wealth Management LLC increased its stake in iShares S&P 500 Value ETF by 4.2% in the 1st quarter. Bartlett & CO. Wealth Management LLC now owns 23,169 shares of the company’s stock valued at $5,145,000 after buying an additional 931 shares during the period. Cornerstone Planning Group LLC raised its position in iShares S&P 500 Value ETF by 33.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 34,367 shares of the company’s stock worth $7,691,000 after buying an additional 8,547 shares during the last quarter. Gryphon Financial Partners LLC raised its position in iShares S&P 500 Value ETF by 2.1% during the 1st quarter. Gryphon Financial Partners LLC now owns 14,661 shares of the company’s stock worth $3,096,000 after buying an additional 301 shares during the last quarter. Finally, Angeles Wealth Management LLC raised its position in iShares S&P 500 Value ETF by 7.3% during the 1st quarter. Angeles Wealth Management LLC now owns 2,191 shares of the company’s stock worth $463,000 after buying an additional 150 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

IVE stock opened at $231.15 on Friday. The stock has a market capitalization of $48.88 billion, a PE ratio of 20.70 and a beta of 0.82. The company has a fifty day moving average of $227.57 and a 200-day moving average of $220.70. iShares S&P 500 Value ETF has a one year low of $193.90 and a one year high of $233.58.

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.