Chatterton & Associates Inc. Acquires New Holdings in iShares S&P 500 Value ETF $IVE

Chatterton & Associates Inc. bought a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 21,945 shares of the company’s stock, valued at approximately $4,654,000. iShares S&P 500 Value ETF accounts for 4.0% of Chatterton & Associates Inc.’s investment portfolio, making the stock its 4th largest position.

Several other large investors also recently made changes to their positions in IVE. Envestnet Asset Management Inc. raised its holdings in shares of iShares S&P 500 Value ETF by 5.4% during the third quarter. Envestnet Asset Management Inc. now owns 22,121,389 shares of the company’s stock valued at $4,568,288,000 after buying an additional 1,137,886 shares during the last quarter. Park Avenue Securities LLC grew its holdings in iShares S&P 500 Value ETF by 40.4% in the 4th quarter. Park Avenue Securities LLC now owns 2,467,550 shares of the company’s stock worth $523,293,000 after buying an additional 710,518 shares in the last quarter. Ameriprise Financial Inc. increased its position in iShares S&P 500 Value ETF by 19.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,031,014 shares of the company’s stock valued at $591,818,000 after acquiring an additional 484,782 shares during the period. EP Wealth Advisors LLC increased its position in iShares S&P 500 Value ETF by 795.8% in the 2nd quarter. EP Wealth Advisors LLC now owns 373,966 shares of the company’s stock valued at $73,081,000 after acquiring an additional 332,218 shares during the period. Finally, Two Sigma Investments LP raised its stake in iShares S&P 500 Value ETF by 700.0% during the 3rd quarter. Two Sigma Investments LP now owns 327,200 shares of the company’s stock valued at $67,570,000 after acquiring an additional 286,300 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $211.86 on Friday. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $223.05. The firm has a market capitalization of $46.76 billion, a PE ratio of 20.70 and a beta of 0.89. The stock has a fifty day moving average of $216.44 and a two-hundred day moving average of $212.44.

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.