Ascent Wealth Partners LLC Grows Stake in iShares S&P 500 Value ETF $IVE

Ascent Wealth Partners LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 15.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 26,113 shares of the company’s stock after acquiring an additional 3,587 shares during the period. Ascent Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $5,514,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Simplex Trading LLC purchased a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of iShares S&P 500 Value ETF during the fourth quarter worth about $25,000. Decker Retirement Planning Inc. purchased a new position in shares of iShares S&P 500 Value ETF during the fourth quarter worth about $26,000. United Services Automobile Association acquired a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth about $26,000. Finally, Palisade Asset Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $29,000.

iShares S&P 500 Value ETF Stock Down 0.5%

Shares of NYSEARCA IVE opened at $231.15 on Friday. The stock has a market cap of $48.88 billion, a PE ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52-week low of $193.90 and a 52-week high of $233.58. The business has a 50-day moving average price of $227.57 and a 200 day moving average price of $220.70.

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.