iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Acquired by Connectus Wealth LLC

Connectus Wealth LLC increased its stake in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 198.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,889 shares of the company’s stock after buying an additional 5,915 shares during the quarter. Connectus Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $1,546,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the stock. Personal CFO Solutions LLC grew its stake in shares of iShares S&P 500 Value ETF by 5.2% in the fourth quarter. Personal CFO Solutions LLC now owns 3,907 shares of the company’s stock valued at $679,000 after buying an additional 194 shares in the last quarter. Security National Bank acquired a new stake in iShares S&P 500 Value ETF during the 4th quarter valued at approximately $113,000. Vantage Financial Partners Ltd. Inc. acquired a new stake in iShares S&P 500 Value ETF during the 4th quarter valued at approximately $226,000. Wescott Financial Advisory Group LLC grew its stake in iShares S&P 500 Value ETF by 5.1% during the 4th quarter. Wescott Financial Advisory Group LLC now owns 24,843 shares of the company’s stock valued at $4,320,000 after purchasing an additional 1,206 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its stake in iShares S&P 500 Value ETF by 8.9% during the 4th quarter. Envestnet Asset Management Inc. now owns 4,314,163 shares of the company’s stock valued at $750,190,000 after purchasing an additional 351,478 shares in the last quarter.

iShares S&P 500 Value ETF Stock Up 0.2 %

Shares of NYSEARCA IVE opened at $183.60 on Tuesday. iShares S&P 500 Value ETF has a fifty-two week low of $147.23 and a fifty-two week high of $187.24. The business has a 50 day moving average price of $182.13 and a two-hundred day moving average price of $177.83. The firm has a market cap of $32.89 billion, a PE ratio of 23.79 and a beta of 0.81.

About iShares S&P 500 Value ETF

(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.

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

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