PACK Private Wealth LLC Has $1.09 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

PACK Private Wealth LLC cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 5,546 shares of the company’s stock after selling 134 shares during the quarter. iShares S&P 500 Value ETF comprises 0.6% of PACK Private Wealth LLC’s holdings, making the stock its 15th biggest position. PACK Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $1,094,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of IVE. Focus Financial Network Inc. boosted its position in iShares S&P 500 Value ETF by 2.0% during the 3rd quarter. Focus Financial Network Inc. now owns 43,121 shares of the company’s stock worth $8,502,000 after acquiring an additional 864 shares during the last quarter. Principal Securities Inc. boosted its position in iShares S&P 500 Value ETF by 6.3% during the 3rd quarter. Principal Securities Inc. now owns 127,004 shares of the company’s stock worth $25,041,000 after acquiring an additional 7,554 shares during the last quarter. Forte Asset Management LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 25.6% in the 3rd quarter. Forte Asset Management LLC now owns 48,854 shares of the company’s stock valued at $9,632,000 after buying an additional 9,949 shares during the last quarter. Reston Wealth Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $74,000. Finally, United Asset Strategies Inc. boosted its holdings in shares of iShares S&P 500 Value ETF by 0.5% in the 3rd quarter. United Asset Strategies Inc. now owns 39,758 shares of the company’s stock valued at $7,839,000 after buying an additional 187 shares during the last quarter.

iShares S&P 500 Value ETF Trading Down 0.6 %

NYSEARCA IVE opened at $194.64 on Friday. The company has a market cap of $34.87 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12 month low of $149.61 and a 12 month high of $201.08. The stock has a 50 day moving average of $196.02 and a 200-day moving average of $188.11.

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.