Diversified Trust Co Grows Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Diversified Trust Co boosted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,335 shares of the company’s stock after buying an additional 124 shares during the quarter. Diversified Trust Co’s holdings in iShares S&P 500 Value ETF were worth $623,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Wells Fargo & Company MN raised its position in shares of iShares S&P 500 Value ETF by 0.3% in the fourth quarter. Wells Fargo & Company MN now owns 7,565,945 shares of the company’s stock valued at $1,315,642,000 after buying an additional 25,641 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in iShares S&P 500 Value ETF by 8.9% during the 4th quarter. Envestnet Asset Management Inc. now owns 4,314,163 shares of the company’s stock valued at $750,190,000 after acquiring an additional 351,478 shares during the period. UBS Group AG boosted its stake in shares of iShares S&P 500 Value ETF by 0.4% in the fourth quarter. UBS Group AG now owns 3,558,382 shares of the company’s stock valued at $618,767,000 after purchasing an additional 14,425 shares during the period. Stifel Financial Corp increased its stake in iShares S&P 500 Value ETF by 1.2% during the 4th quarter. Stifel Financial Corp now owns 2,195,335 shares of the company’s stock worth $381,746,000 after buying an additional 25,246 shares during the period. Finally, CWM LLC lifted its holdings in iShares S&P 500 Value ETF by 228.4% during the 1st quarter. CWM LLC now owns 1,496,348 shares of the company’s stock worth $279,533,000 after buying an additional 1,040,767 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE opened at $181.52 on Thursday. The business has a fifty day moving average price of $182.53 and a 200 day moving average price of $179.50. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $187.24. The stock has a market capitalization of $32.52 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.