iShares S&P 500 Value ETF $IVE is Firethorn Wealth Partners LLC’s 7th Largest Position

Firethorn Wealth Partners LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 20.2% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 35,433 shares of the company’s stock after acquiring an additional 5,962 shares during the period. iShares S&P 500 Value ETF comprises about 2.8% of Firethorn Wealth Partners LLC’s holdings, making the stock its 7th biggest holding. Firethorn Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $7,514,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.8% during the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after purchasing an additional 112 shares in the last quarter. Great Lakes Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 6,385.7% in the 1st quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock valued at $83,000 after buying an additional 447 shares in the last quarter. Schnieders Capital Management LLC. acquired a new stake in iShares S&P 500 Value ETF in the 2nd quarter worth about $550,000. Franklin Resources Inc. boosted its holdings in iShares S&P 500 Value ETF by 4.3% in the 2nd quarter. Franklin Resources Inc. now owns 51,715 shares of the company’s stock worth $10,106,000 after buying an additional 2,115 shares during the last quarter. Finally, Forum Private Client Group LLC increased its stake in iShares S&P 500 Value ETF by 5.4% during the 2nd quarter. Forum Private Client Group LLC now owns 5,784 shares of the company’s stock worth $1,130,000 after buying an additional 297 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $207.73 on Monday. The stock has a market capitalization of $46.93 billion, a P/E ratio of 20.70 and a beta of 0.89. The business has a 50 day simple moving average of $217.73 and a two-hundred day simple moving average of $212.02. 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.