Corient Private Wealth LLC Buys 75,574 Shares of iShares S&P 500 Value ETF $IVE

Corient Private Wealth LLC grew its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 159.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 122,918 shares of the company’s stock after buying an additional 75,574 shares during the period. Corient Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $26,066,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. Union Savings Bank bought a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $390,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of iShares S&P 500 Value ETF in the 4th quarter worth approximately $55,000. Bush Investment Group LLC boosted its stake in shares of iShares S&P 500 Value ETF by 44.6% in the 4th quarter. Bush Investment Group LLC now owns 20,919 shares of the company’s stock valued at $4,436,000 after purchasing an additional 6,450 shares during the last quarter. Compass Financial Group Inc. Ohio bought a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter valued at $826,000. Finally, AG Campbell Advisory LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth $144,000.

iShares S&P 500 Value ETF Stock Up 0.2%

Shares of NYSEARCA IVE opened at $226.83 on Tuesday. iShares S&P 500 Value ETF has a twelve month low of $189.67 and a twelve month high of $230.05. The firm has a fifty day simple moving average of $224.34 and a 200 day simple moving average of $218.56. The company has a market capitalization of $50.08 billion, a PE ratio of 20.70 and a beta of 0.82.

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.