iShares S&P 500 Value ETF (NYSEARCA:IVE) Position Increased by Bay Harbor Wealth Management LLC

Bay Harbor Wealth Management LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 29,127 shares of the company’s stock after buying an additional 585 shares during the quarter. iShares S&P 500 Value ETF accounts for about 1.9% of Bay Harbor Wealth Management LLC’s investment portfolio, making the stock its 20th largest position. Bay Harbor Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $5,743,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. CGN Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF by 3.0% during the 2nd quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock worth $339,000 after purchasing an additional 55 shares during the period. Capital Square LLC increased its stake in iShares S&P 500 Value ETF by 1.3% during the second quarter. Capital Square LLC now owns 4,339 shares of the company’s stock valued at $816,000 after acquiring an additional 55 shares during the period. HighMark Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF by 0.7% in the 2nd quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock valued at $1,494,000 after acquiring an additional 56 shares in the last quarter. Jaffetilchin Investment Partners LLC lifted its position in shares of iShares S&P 500 Value ETF by 0.8% in the 2nd quarter. Jaffetilchin Investment Partners LLC now owns 7,025 shares of the company’s stock worth $1,279,000 after acquiring an additional 57 shares during the period. Finally, WR Wealth Planners LLC increased its position in shares of iShares S&P 500 Value ETF by 1.5% during the second quarter. WR Wealth Planners LLC now owns 3,846 shares of the company’s stock valued at $700,000 after purchasing an additional 57 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.7 %

Shares of NYSEARCA IVE opened at $196.32 on Friday. The firm has a market capitalization of $35.17 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a one year low of $147.23 and a one year high of $201.08. The business has a fifty day simple moving average of $195.65 and a 200 day simple moving average of $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.