iShares S&P 500 Value ETF $IVE Shares Acquired by Diversify Advisory Services LLC

Diversify Advisory Services LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 116.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,074 shares of the company’s stock after purchasing an additional 11,317 shares during the period. Diversify Advisory Services LLC’s holdings in iShares S&P 500 Value ETF were worth $4,394,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. FLP Wealth Management LLC lifted its stake in iShares S&P 500 Value ETF by 628.5% in the third quarter. FLP Wealth Management LLC now owns 16,727 shares of the company’s stock worth $3,454,000 after acquiring an additional 14,431 shares during the last quarter. Great Point Wealth Advisors LLC acquired a new position in iShares S&P 500 Value ETF during the 3rd quarter worth approximately $2,478,000. Detalus Advisors LLC increased its position in shares of iShares S&P 500 Value ETF by 3.6% in the 3rd quarter. Detalus Advisors LLC now owns 84,033 shares of the company’s stock valued at $17,354,000 after purchasing an additional 2,909 shares during the last quarter. Curbstone Financial Management Corp purchased a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $564,000. Finally, BIP Wealth LLC raised its holdings in shares of iShares S&P 500 Value ETF by 185.4% in the 3rd quarter. BIP Wealth LLC now owns 6,001 shares of the company’s stock valued at $1,239,000 after purchasing an additional 3,898 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 1.0%

iShares S&P 500 Value ETF stock opened at $216.24 on Monday. The company has a fifty day simple moving average of $218.11 and a 200-day simple moving average of $211.36. The stock has a market cap of $48.85 billion, a P/E ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $223.05.

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. 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.