iShares S&P 500 Value ETF $IVE Position Increased by Horst & Graben Wealth Management LLC

Horst & Graben Wealth Management LLC raised its position in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 3.4% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 155,140 shares of the company’s stock after purchasing an additional 5,057 shares during the period. iShares S&P 500 Value ETF comprises approximately 4.8% of Horst & Graben Wealth Management LLC’s portfolio, making the stock its 3rd biggest holding. Horst & Graben Wealth Management LLC owned 0.07% of iShares S&P 500 Value ETF worth $34,140,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its position in shares of iShares S&P 500 Value ETF by 96.6% in the fourth quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock valued at $47,492,000 after purchasing an additional 110,058 shares during the last quarter. FLP Wealth Management LLC raised its position in shares of iShares S&P 500 Value ETF by 1,182.9% during the 4th quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock worth $5,082,000 after purchasing an additional 22,096 shares during the last quarter. Centurion Wealth Management LLC lifted its stake in iShares S&P 500 Value ETF by 24.7% in the 4th quarter. Centurion Wealth Management LLC now owns 24,643 shares of the company’s stock valued at $5,226,000 after buying an additional 4,876 shares in the last quarter. Ausdal Financial Partners Inc. lifted its stake in iShares S&P 500 Value ETF by 6.1% in the 3rd quarter. Ausdal Financial Partners Inc. now owns 57,523 shares of the company’s stock valued at $11,879,000 after buying an additional 3,328 shares in the last quarter. Finally, Cassilly Financial Group LLC acquired a new stake in iShares S&P 500 Value ETF during the 4th quarter valued at $2,294,000.

iShares S&P 500 Value ETF Stock Performance

iShares S&P 500 Value ETF stock opened at $230.78 on Wednesday. The stock has a fifty day moving average of $226.32 and a two-hundred day moving average of $219.78. The company has a market capitalization of $48.66 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a fifty-two week low of $193.90 and a fifty-two week high of $232.28.

iShares S&P 500 Value ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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