Capital Advisors Ltd. LLC Increases Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Capital Advisors Ltd. LLC lifted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 8.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 37,588 shares of the company’s stock after buying an additional 2,996 shares during the quarter. iShares S&P 500 Value ETF comprises 0.9% of Capital Advisors Ltd. LLC’s portfolio, making the stock its 26th largest position. Capital Advisors Ltd. LLC’s holdings in iShares S&P 500 Value ETF were worth $7,022,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of IVE. Vima LLC purchased a new stake in iShares S&P 500 Value ETF in the fourth quarter worth about $27,000. Northwest Investment Counselors LLC bought a new position in shares of iShares S&P 500 Value ETF in the first quarter worth approximately $29,000. First Pacific Financial purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter valued at approximately $30,000. Wetzel Investment Advisors Inc. bought a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter valued at approximately $35,000. Finally, Sound Income Strategies LLC purchased a new position in iShares S&P 500 Value ETF in the 4th quarter worth approximately $35,000.

iShares S&P 500 Value ETF Trading Up 0.4 %

IVE stock traded up $0.66 during midday trading on Tuesday, hitting $181.72. The company’s stock had a trading volume of 455,988 shares, compared to its average volume of 798,377. The company has a market cap of $32.56 billion, a PE ratio of 23.79 and a beta of 0.81. The firm’s 50-day moving average is $182.48 and its 200-day moving average is $179.37. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $187.24.

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.