KCM Investment Advisors LLC lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,074 shares of the company’s stock after acquiring an additional 74 shares during the period. KCM Investment Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $409,000 as of its most recent SEC filing.
Several other institutional investors have also made changes to their positions in IVE. International Assets Investment Management LLC increased its position in shares of iShares S&P 500 Value ETF by 18,046.1% in the third quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock worth $262,938,000 after acquiring an additional 1,326,211 shares in the last quarter. Cetera Investment Advisers boosted its holdings in shares of iShares S&P 500 Value ETF by 905.6% during the first quarter. Cetera Investment Advisers now owns 1,410,516 shares of the company’s stock worth $263,498,000 after purchasing an additional 1,270,256 shares during the period. Sanctuary Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth approximately $82,555,000. Envestnet Asset Management Inc. boosted its holdings in shares of iShares S&P 500 Value ETF by 3.5% during the second quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock worth $2,253,356,000 after purchasing an additional 420,007 shares during the period. Finally, Liberty Wealth Management LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 618.4% during the second quarter. Liberty Wealth Management LLC now owns 411,954 shares of the company’s stock worth $74,980,000 after purchasing an additional 354,613 shares during the period.
iShares S&P 500 Value ETF Stock Down 0.3 %
NYSEARCA IVE opened at $199.51 on Friday. The company has a 50 day moving average price of $197.20 and a two-hundred day moving average price of $189.67. iShares S&P 500 Value ETF has a 12-month low of $161.43 and a 12-month high of $203.67. The stock has a market capitalization of $35.74 billion, a PE ratio of 23.79 and a beta of 0.81.
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.
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