Beacon Financial Advisory LLC Raises Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Beacon Financial Advisory LLC increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 12.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,258 shares of the company’s stock after purchasing an additional 357 shares during the quarter. Beacon Financial Advisory LLC’s holdings in iShares S&P 500 Value ETF were worth $642,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the company. Flagship Private Wealth LLC grew its holdings in shares of iShares S&P 500 Value ETF by 2.4% during the third quarter. Flagship Private Wealth LLC now owns 3,558 shares of the company’s stock worth $702,000 after buying an additional 83 shares in the last quarter. North Star Investment Management Corp. raised its holdings in iShares S&P 500 Value ETF by 6.9% in the 3rd quarter. North Star Investment Management Corp. now owns 181,229 shares of the company’s stock valued at $35,733,000 after acquiring an additional 11,767 shares during the last quarter. Falcon Wealth Planning lifted its stake in shares of iShares S&P 500 Value ETF by 9.4% during the 3rd quarter. Falcon Wealth Planning now owns 22,736 shares of the company’s stock worth $4,483,000 after purchasing an additional 1,949 shares during the period. Austin Private Wealth LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 10.8% during the third quarter. Austin Private Wealth LLC now owns 137,327 shares of the company’s stock worth $27,077,000 after purchasing an additional 13,335 shares during the last quarter. Finally, Rational Advisors LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 105.6% during the third quarter. Rational Advisors LLC now owns 6,290 shares of the company’s stock worth $1,240,000 after purchasing an additional 3,231 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 1.0 %

iShares S&P 500 Value ETF stock opened at $196.37 on Wednesday. The stock has a fifty day moving average price of $196.11 and a 200 day moving average price of $188.64. iShares S&P 500 Value ETF has a 52 week low of $155.79 and a 52 week high of $201.08. The firm has a market capitalization of $35.18 billion, a P/E ratio of 23.79 and a beta of 0.81.

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.