iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by Modera Wealth Management LLC

Modera Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 80,693 shares of the company’s stock after buying an additional 3,060 shares during the period. Modera Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $15,910,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. increased its stake in iShares S&P 500 Value ETF by 5.1% in the 1st quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock valued at $3,320,751,000 after purchasing an additional 861,704 shares in the last quarter. Envestnet Asset Management Inc. increased its position in iShares S&P 500 Value ETF by 3.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock worth $2,253,356,000 after purchasing an additional 420,007 shares in the last quarter. LPL Financial LLC increased its position in shares of iShares S&P 500 Value ETF by 4.9% in the second quarter. LPL Financial LLC now owns 4,258,617 shares of the company’s stock worth $775,111,000 after acquiring an additional 200,427 shares in the last quarter. US Bancorp DE increased its holdings in iShares S&P 500 Value ETF by 9.9% in the 1st quarter. US Bancorp DE now owns 1,539,081 shares of the company’s stock valued at $287,516,000 after purchasing an additional 139,258 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. grew its stake in shares of iShares S&P 500 Value ETF by 3.4% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 1,424,716 shares of the company’s stock valued at $259,313,000 after buying an additional 47,074 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 0.7 %

IVE opened at $196.32 on Friday. iShares S&P 500 Value ETF has a 52-week low of $147.23 and a 52-week high of $201.08. The firm has a market capitalization of $35.17 billion, a P/E ratio of 23.79 and a beta of 0.81. The firm’s 50 day moving average is $195.65 and its 200-day moving average is $187.73.

iShares S&P 500 Value ETF Company 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.