Discipline Wealth Solutions LLC Acquires 2,938 Shares of iShares S&P 500 Value ETF $IVE

Discipline Wealth Solutions LLC lifted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 40.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,170 shares of the company’s stock after buying an additional 2,938 shares during the quarter. Discipline Wealth Solutions LLC’s holdings in iShares S&P 500 Value ETF were worth $2,100,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of IVE. United Services Automobile Association bought a new stake in iShares S&P 500 Value ETF in the second quarter valued at $26,000. Harbor Asset Planning Inc. bought a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter worth about $30,000. Flaharty Asset Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter valued at about $33,000. Ryan Investment Management Inc. bought a new stake in iShares S&P 500 Value ETF in the 2nd quarter valued at about $36,000. Finally, Tripletail Wealth Management LLC bought a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at about $37,000.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:IVE opened at $212.07 on Friday. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $214.90. The business’s 50 day simple moving average is $210.65 and its two-hundred day simple moving average is $204.30. The firm has a market cap of $43.25 billion, a P/E ratio of 20.70 and a beta of 0.89.

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.