Curbstone Financial Management Corp Invests $564,000 in iShares S&P 500 Value ETF $IVE

Curbstone Financial Management Corp acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 2,732 shares of the company’s stock, valued at approximately $564,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IVE. Brighton Jones LLC raised its position in shares of iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after buying an additional 112 shares during the last quarter. Russell Investments Group Ltd. grew its stake in iShares S&P 500 Value ETF by 134.3% during the 1st quarter. Russell Investments Group Ltd. now owns 1,654 shares of the company’s stock valued at $315,000 after acquiring an additional 948 shares in the last quarter. Redwood Investment Management LLC raised its holdings in iShares S&P 500 Value ETF by 6.4% in the 1st quarter. Redwood Investment Management LLC now owns 8,072 shares of the company’s stock valued at $1,538,000 after acquiring an additional 485 shares during the last quarter. CreativeOne Wealth LLC lifted its stake in iShares S&P 500 Value ETF by 51.9% in the 1st quarter. CreativeOne Wealth LLC now owns 179,780 shares of the company’s stock worth $34,262,000 after purchasing an additional 61,425 shares in the last quarter. Finally, Triad Wealth Partners LLC lifted its stake in iShares S&P 500 Value ETF by 45.4% in the 1st quarter. Triad Wealth Partners LLC now owns 70,867 shares of the company’s stock worth $13,506,000 after purchasing an additional 22,115 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $214.23 on Thursday. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $214.90. The firm has a market capitalization of $43.69 billion, a PE ratio of 20.70 and a beta of 0.89. The business has a 50 day simple moving average of $209.95 and a 200-day simple moving average of $203.49.

iShares S&P 500 Value ETF Company 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.