Sofi Wealth LLC Has $199.27 Million Stock Position in iShares S&P 500 Value ETF $IVE

Sofi Wealth LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 964,917 shares of the company’s stock after acquiring an additional 12,985 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 10.7% of Sofi Wealth LLC’s holdings, making the stock its 4th biggest holding. Sofi Wealth LLC owned 0.48% of iShares S&P 500 Value ETF worth $199,265,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 0.8% in the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after purchasing an additional 112 shares during the last quarter. Amundi lifted its stake in iShares S&P 500 Value ETF by 15.0% in the first quarter. Amundi now owns 41,400 shares of the company’s stock valued at $7,589,000 after buying an additional 5,400 shares during the last quarter. Coordinated Financial Services Inc. CO bought a new stake in iShares S&P 500 Value ETF in the first quarter valued at $450,000. Jones Financial Companies Lllp boosted its holdings in shares of iShares S&P 500 Value ETF by 25.0% during the first quarter. Jones Financial Companies Lllp now owns 330,653 shares of the company’s stock valued at $63,016,000 after acquiring an additional 66,142 shares during the period. Finally, Cape Investment Advisory Inc. grew its position in shares of iShares S&P 500 Value ETF by 56.0% during the first quarter. Cape Investment Advisory Inc. now owns 1,834 shares of the company’s stock worth $350,000 after acquiring an additional 658 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.3%

IVE stock opened at $212.77 on Monday. The stock has a market cap of $48.06 billion, a PE ratio of 20.70 and a beta of 0.89. The firm’s 50-day simple moving average is $210.71 and its 200 day simple moving average is $204.65. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $214.90.

About iShares S&P 500 Value ETF

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.