Boston Family Office LLC Has $1.13 Million Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Boston Family Office LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,743 shares of the company’s stock after purchasing an additional 111 shares during the period. Boston Family Office LLC’s holdings in iShares S&P 500 Value ETF were worth $1,132,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in IVE. Northwest Investment Counselors LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter worth about $31,000. Valued Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter worth about $35,000. Addison Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF by 50.0% in the 2nd quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after acquiring an additional 93 shares during the last quarter. Colony Family Offices LLC raised its holdings in shares of iShares S&P 500 Value ETF by 77.3% in the 3rd quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock worth $54,000 after acquiring an additional 119 shares during the last quarter. Finally, TruNorth Capital Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter worth about $65,000.

iShares S&P 500 Value ETF Price Performance

IVE opened at $205.20 on Tuesday. iShares S&P 500 Value ETF has a fifty-two week low of $163.68 and a fifty-two week high of $205.87. The firm has a market capitalization of $36.76 billion, a PE ratio of 23.79 and a beta of 0.81. The company’s 50-day moving average is $198.20 and its 200 day moving average is $190.68.

iShares S&P 500 Value ETF 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.