iShares S&P 500 Value ETF $IVE Stock Holdings Increased by JB Capital LLC

JB Capital LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.1% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 646,210 shares of the company’s stock after purchasing an additional 54,010 shares during the quarter. iShares S&P 500 Value ETF accounts for 5.8% of JB Capital LLC’s portfolio, making the stock its 5th largest position. JB Capital LLC’s holdings in iShares S&P 500 Value ETF were worth $133,449,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Merit Financial Group LLC grew its holdings in shares of iShares S&P 500 Value ETF by 3.9% in the third quarter. Merit Financial Group LLC now owns 86,602 shares of the company’s stock valued at $17,884,000 after purchasing an additional 3,252 shares in the last quarter. Marietta Wealth Management LLC raised its position in shares of iShares S&P 500 Value ETF by 1.0% during the 3rd quarter. Marietta Wealth Management LLC now owns 10,834 shares of the company’s stock worth $2,237,000 after acquiring an additional 105 shares in the last quarter. OMNI 360 Wealth Inc. lifted its position in shares of iShares S&P 500 Value ETF by 3.5% during the 3rd quarter. OMNI 360 Wealth Inc. now owns 6,273 shares of the company’s stock worth $1,295,000 after buying an additional 212 shares during the last quarter. TBH Global Asset Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth about $543,000. Finally, Calamos Wealth Management LLC lifted its stake in iShares S&P 500 Value ETF by 3.9% in the third quarter. Calamos Wealth Management LLC now owns 577,104 shares of the company’s stock valued at $119,178,000 after buying an additional 21,523 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $213.56 on Wednesday. The company has a market cap of $43.56 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The company has a fifty day moving average price of $210.50 and a 200 day moving average price of $204.19. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $214.90.

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.