Blue Zone Wealth Advisors LLC Has $1.08 Million Stock Holdings in iShares S&P 500 Value ETF $IVE

Blue Zone Wealth Advisors LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 101.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,079 shares of the company’s stock after buying an additional 2,564 shares during the period. Blue Zone Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $1,077,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. REAP Financial Group LLC grew its stake in shares of iShares S&P 500 Value ETF by 9.7% in the third quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock valued at $112,000 after acquiring an additional 48 shares in the last quarter. Dumont & Blake Investment Advisors LLC raised its stake in iShares S&P 500 Value ETF by 0.5% in the 3rd quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock worth $2,229,000 after purchasing an additional 49 shares in the last quarter. Signal Advisors Wealth LLC boosted its holdings in iShares S&P 500 Value ETF by 0.6% in the 3rd quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock valued at $1,861,000 after purchasing an additional 51 shares during the period. Rossby Financial LCC boosted its holdings in iShares S&P 500 Value ETF by 7.5% in the 3rd quarter. Rossby Financial LCC now owns 757 shares of the company’s stock valued at $157,000 after purchasing an additional 53 shares during the period. Finally, CPC Advisors LLC grew its position in shares of iShares S&P 500 Value ETF by 4.9% during the 3rd quarter. CPC Advisors LLC now owns 1,255 shares of the company’s stock worth $259,000 after purchasing an additional 59 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA:IVE opened at $211.86 on Monday. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $223.05. The company’s 50 day moving average price is $216.44 and its two-hundred day moving average price is $212.51. The firm has a market cap of $46.76 billion, a PE ratio of 20.70 and a beta of 0.89.

About iShares S&P 500 Value ETF

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.