Capital Advisors Ltd. LLC Purchases 3,620 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Capital Advisors Ltd. LLC boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 34,592 shares of the company’s stock after buying an additional 3,620 shares during the period. iShares S&P 500 Value ETF comprises about 0.8% of Capital Advisors Ltd. LLC’s portfolio, making the stock its 26th biggest holding. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Value ETF were worth $6,015,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the company. Bfsg LLC acquired a new position in iShares S&P 500 Value ETF in the 4th quarter valued at $60,000. JMG Financial Group Ltd. raised its holdings in iShares S&P 500 Value ETF by 39.6% in the 4th quarter. JMG Financial Group Ltd. now owns 5,037 shares of the company’s stock valued at $876,000 after acquiring an additional 1,430 shares in the last quarter. Yousif Capital Management LLC raised its holdings in iShares S&P 500 Value ETF by 90.4% in the 4th quarter. Yousif Capital Management LLC now owns 5,403 shares of the company’s stock valued at $940,000 after acquiring an additional 2,565 shares in the last quarter. GAMMA Investing LLC acquired a new position in iShares S&P 500 Value ETF in the 4th quarter valued at $241,000. Finally, RWA Wealth Partners LLC acquired a new position in iShares S&P 500 Value ETF in the 4th quarter valued at $54,533,000.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock traded up $0.06 on Wednesday, hitting $181.04. 508,420 shares of the company’s stock were exchanged, compared to its average volume of 974,551. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $187.24. The stock has a market cap of $32.49 billion, a P/E ratio of 23.70 and a beta of 0.87. The company has a 50 day moving average of $181.15 and a 200 day moving average of $171.36.

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.