Leo Wealth LLC Boosts Stock Position in iShares S&P 500 Value ETF $IVE

Leo Wealth LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 486.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 22,341 shares of the company’s stock after acquiring an additional 18,529 shares during the quarter. Leo Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $4,738,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Envestnet Asset Management Inc. boosted its stake 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 purchasing an additional 1,137,886 shares during the period. Park Avenue Securities LLC increased its stake 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 during the period. Ameriprise Financial Inc. increased its stake 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 worth $591,818,000 after buying an additional 484,782 shares during the period. EP Wealth Advisors LLC lifted its holdings in iShares S&P 500 Value ETF by 795.8% during the 2nd quarter. EP Wealth Advisors LLC now owns 373,966 shares of the company’s stock valued at $73,081,000 after buying an additional 332,218 shares in the last quarter. Finally, Two Sigma Investments LP lifted its holdings 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 buying an additional 286,300 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $211.86 on Monday. The stock has a market cap of $46.76 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The firm has a 50-day moving average of $216.44 and a two-hundred day moving average of $212.51. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year 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.