OMNI 360 Wealth Inc. Makes New Investment in iShares S&P 500 Value ETF (NYSEARCA:IVE)

OMNI 360 Wealth Inc. purchased a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 2,503 shares of the company’s stock, valued at approximately $468,000.

A number of other large investors also recently bought and sold shares of the stock. Valeo Financial Advisors LLC raised its stake in iShares S&P 500 Value ETF by 0.7% during the first quarter. Valeo Financial Advisors LLC now owns 17,470 shares of the company’s stock worth $3,264,000 after purchasing an additional 114 shares during the period. Integrity Wealth Solutions LLC raised its stake in shares of iShares S&P 500 Value ETF by 5.7% in the 1st quarter. Integrity Wealth Solutions LLC now owns 2,118 shares of the company’s stock valued at $396,000 after acquiring an additional 114 shares during the period. Quattro Financial Advisors LLC purchased a new position in shares of iShares S&P 500 Value ETF in the 1st quarter valued at $303,000. Sharkey Howes & Javer purchased a new position in shares of iShares S&P 500 Value ETF in the 1st quarter valued at $13,174,000. Finally, Capital Advisors Ltd. LLC raised its stake in shares of iShares S&P 500 Value ETF by 8.7% in the 1st quarter. Capital Advisors Ltd. LLC now owns 37,588 shares of the company’s stock valued at $7,022,000 after acquiring an additional 2,996 shares during the period.

iShares S&P 500 Value ETF Stock Down 0.1 %

Shares of IVE stock traded down $0.20 during mid-day trading on Wednesday, reaching $181.52. The company’s stock had a trading volume of 329,170 shares, compared to its average volume of 795,254. The company’s 50 day simple moving average is $182.53 and its 200-day simple moving average is $179.50. iShares S&P 500 Value ETF has a 12-month low of $147.23 and a 12-month high of $187.24. The firm has a market capitalization of $32.52 billion, a PE ratio of 23.79 and a beta of 0.81.

About iShares S&P 500 Value ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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