Perigon Wealth Management LLC Has $30.63 Million Stock Position in iShares S&P 500 Value ETF $IVE

Perigon Wealth Management LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 25.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 148,338 shares of the company’s stock after acquiring an additional 29,793 shares during the period. iShares S&P 500 Value ETF comprises about 0.6% of Perigon Wealth Management LLC’s holdings, making the stock its 29th largest holding. Perigon Wealth Management LLC owned approximately 0.07% of iShares S&P 500 Value ETF worth $30,633,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. United Services Automobile Association acquired a new position in shares of iShares S&P 500 Value ETF in the 2nd quarter valued at about $26,000. Harbor Asset Planning Inc. acquired a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at approximately $30,000. Flaharty Asset Management LLC purchased a new stake in iShares S&P 500 Value ETF in the 1st quarter worth approximately $33,000. Ryan Investment Management Inc. acquired a new stake in shares of iShares S&P 500 Value ETF during the 2nd quarter valued at $36,000. Finally, Atwood & Palmer Inc. purchased a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter valued at $38,000.

iShares S&P 500 Value ETF Trading Down 0.0%

Shares of NYSEARCA:IVE opened at $214.19 on Friday. The business has a fifty day simple moving average of $210.30 and a 200 day simple moving average of $203.80. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $214.90. The firm has a market cap of $43.68 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.