Endeavor Private Wealth Inc. Grows Holdings in iShares S&P 500 Value ETF $IVE

Endeavor Private Wealth Inc. boosted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 34.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 60,343 shares of the company’s stock after acquiring an additional 15,500 shares during the period. iShares S&P 500 Value ETF accounts for approximately 3.7% of Endeavor Private Wealth Inc.’s holdings, making the stock its 2nd biggest holding. Endeavor Private Wealth Inc.’s holdings in iShares S&P 500 Value ETF were worth $12,797,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the stock. REAP Financial Group LLC boosted its holdings in iShares S&P 500 Value ETF by 9.7% in the third quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock valued at $112,000 after acquiring an additional 48 shares in the last quarter. Flagship Private Wealth LLC boosted its holdings in iShares S&P 500 Value ETF by 1.1% in the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after acquiring an additional 48 shares in the last quarter. Patten & Patten Inc. TN boosted its holdings in iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after acquiring an additional 48 shares in the last quarter. Bernardo Wealth Planning LLC boosted its holdings in iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after acquiring an additional 49 shares in the last quarter. Finally, Stegner Investment Associates Inc. boosted its holdings in iShares S&P 500 Value ETF by 0.3% in the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after acquiring an additional 49 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $226.54 on Monday. The stock has a market cap of $50.02 billion, a P/E ratio of 20.70 and a beta of 0.82. The firm’s fifty day simple moving average is $221.01 and its 200 day simple moving average is $217.14. iShares S&P 500 Value ETF has a twelve month low of $189.66 and a twelve month high of $229.53.

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.