Advocacy Wealth Management Services LLC Has $67.52 Million Stock Position in iShares S&P 500 Value ETF $IVE

Advocacy Wealth Management Services LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 21.5% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 345,509 shares of the company’s stock after purchasing an additional 61,181 shares during the period. iShares S&P 500 Value ETF makes up about 4.1% of Advocacy Wealth Management Services LLC’s holdings, making the stock its 9th biggest holding. Advocacy Wealth Management Services LLC owned approximately 0.17% of iShares S&P 500 Value ETF worth $67,519,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in IVE. Edgestream Partners L.P. bought a new stake in iShares S&P 500 Value ETF in the second quarter worth $368,000. VestGen Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 13.3% in the 2nd quarter. VestGen Advisors LLC now owns 85,588 shares of the company’s stock valued at $16,794,000 after acquiring an additional 10,055 shares during the last quarter. Trustmark Bank Trust Department boosted its holdings in iShares S&P 500 Value ETF by 1.6% during the 2nd quarter. Trustmark Bank Trust Department now owns 75,674 shares of the company’s stock valued at $14,788,000 after acquiring an additional 1,217 shares during the period. Leslie Global Wealth LLC boosted its holdings in iShares S&P 500 Value ETF by 102.6% during the 2nd quarter. Leslie Global Wealth LLC now owns 24,720 shares of the company’s stock valued at $4,831,000 after acquiring an additional 12,517 shares during the period. Finally, Level Four Advisory Services LLC grew its position in iShares S&P 500 Value ETF by 4.0% during the 2nd quarter. Level Four Advisory Services LLC now owns 29,744 shares of the company’s stock worth $5,813,000 after acquiring an additional 1,147 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $212.42 on Monday. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $212.54. The stock has a 50 day moving average price of $207.68 and a two-hundred day moving average price of $200.69. The company has a market capitalization of $43.32 billion, a P/E ratio of 20.70 and a beta of 0.89.

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.