Lantz Financial LLC Purchases 687 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Lantz Financial LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.2% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,979 shares of the company’s stock after acquiring an additional 687 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 0.8% of Lantz Financial LLC’s investment portfolio, making the stock its 26th biggest position. Lantz Financial LLC’s holdings in iShares S&P 500 Value ETF were worth $2,544,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Cetera Investment Advisers grew its position in iShares S&P 500 Value ETF by 905.6% during the first quarter. Cetera Investment Advisers now owns 1,410,516 shares of the company’s stock worth $263,498,000 after buying an additional 1,270,256 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its holdings in shares of iShares S&P 500 Value ETF by 503.8% during the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 1,377,642 shares of the company’s stock worth $257,357,000 after purchasing an additional 1,149,497 shares in the last quarter. CWM LLC grew its holdings in shares of 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 purchasing an additional 1,040,767 shares in the last quarter. JPMorgan Chase & Co. increased its position in shares of iShares S&P 500 Value ETF by 5.1% in the first quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock worth $3,320,751,000 after purchasing an additional 861,704 shares during the period. Finally, Park Avenue Securities LLC raised its stake in iShares S&P 500 Value ETF by 1,337.4% in the first quarter. Park Avenue Securities LLC now owns 902,534 shares of the company’s stock valued at $168,602,000 after purchasing an additional 839,744 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 0.2 %

Shares of iShares S&P 500 Value ETF stock opened at $192.79 on Wednesday. iShares S&P 500 Value ETF has a 12-month low of $147.23 and a 12-month high of $196.36. The company has a market capitalization of $34.54 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The firm’s 50-day moving average price is $188.69 and its two-hundred day moving average price is $184.49.

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.