iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by Two West Capital Advisors LLC

Two West Capital Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 28.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,805 shares of the company’s stock after acquiring an additional 399 shares during the period. Two West Capital Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $345,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of IVE. United Asset Strategies Inc. boosted its position in shares of iShares S&P 500 Value ETF by 1.6% during the 4th quarter. United Asset Strategies Inc. now owns 40,389 shares of the company’s stock valued at $7,709,000 after purchasing an additional 631 shares in the last quarter. Kingswood Wealth Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 21.8% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 2,684 shares of the company’s stock worth $512,000 after buying an additional 480 shares in the last quarter. Register Financial Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF by 74.9% in the fourth quarter. Register Financial Advisors LLC now owns 698 shares of the company’s stock valued at $133,000 after buying an additional 299 shares in the last quarter. PFG Investments LLC lifted its position in shares of iShares S&P 500 Value ETF by 6.2% during the 4th quarter. PFG Investments LLC now owns 6,772 shares of the company’s stock valued at $1,293,000 after acquiring an additional 394 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of iShares S&P 500 Value ETF by 1.6% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,788 shares of the company’s stock worth $723,000 after acquiring an additional 59 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 0.2 %

Shares of NYSEARCA IVE opened at $196.15 on Monday. The stock’s fifty day simple moving average is $196.39 and its 200 day simple moving average is $194.55. The stock has a market capitalization of $35.14 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52-week low of $173.01 and a 52-week high of $206.63.

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.