Ashton Thomas Private Wealth LLC Has $20.40 Million Position in iShares S&P 500 Value ETF $IVE

Ashton Thomas Private Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 13.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 96,190 shares of the company’s stock after purchasing an additional 11,490 shares during the quarter. Ashton Thomas Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $20,399,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Decker Retirement Planning Inc. acquired a new position in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $26,000. United Services Automobile Association bought a new position in iShares S&P 500 Value ETF in the second quarter valued at approximately $26,000. Palisade Asset Management LLC bought a new position in iShares S&P 500 Value ETF in the third quarter valued at approximately $29,000. Ransom Advisory Ltd bought a new position in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $31,000. Finally, Center for Financial Planning Inc. bought a new stake in shares of iShares S&P 500 Value ETF in the third quarter worth $32,000.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $220.63 on Monday. The company’s fifty day simple moving average is $216.03 and its 200-day simple moving average is $213.75. The firm has a market cap of $48.67 billion, a PE ratio of 20.70 and a beta of 0.85. iShares S&P 500 Value ETF has a 12 month low of $180.00 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.