iShares S&P 500 Value ETF $IVE Shares Purchased by Austin Private Wealth LLC

Austin Private Wealth LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 38.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 329,691 shares of the company’s stock after purchasing an additional 91,736 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 5.2% of Austin Private Wealth LLC’s investment portfolio, making the stock its 3rd biggest position. Austin Private Wealth LLC owned about 0.15% of iShares S&P 500 Value ETF worth $69,918,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. United Services Automobile Association acquired a new stake in iShares S&P 500 Value ETF during the 2nd quarter worth approximately $26,000. Palisade Asset Management LLC acquired a new position in iShares S&P 500 Value ETF in the 3rd quarter valued at $29,000. Ransom Advisory Ltd bought a new position in iShares S&P 500 Value ETF during the 4th quarter worth $31,000. Center for Financial Planning Inc. bought a new position in iShares S&P 500 Value ETF during the 3rd quarter worth $32,000. Finally, Tripletail Wealth Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth $37,000.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $211.86 on Friday. The firm has a 50-day moving average of $216.44 and a 200-day moving average of $212.44. The stock has a market cap of $46.76 billion, a PE ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $223.05.

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.