iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by Regal Investment Advisors LLC

Regal Investment Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 3.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,000 shares of the company’s stock after purchasing an additional 1,007 shares during the quarter. Regal Investment Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $5,096,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. CGN Advisors LLC raised its position 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 last quarter. Capital Square LLC increased its position in shares of 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 worth $816,000 after purchasing an additional 55 shares in the last quarter. HighMark Wealth Management LLC lifted 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 purchasing an additional 56 shares in the last quarter. Jaffetilchin Investment Partners LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.8% during the second quarter. Jaffetilchin Investment Partners LLC now owns 7,025 shares of the company’s stock worth $1,279,000 after buying an additional 57 shares in the last quarter. Finally, WR Wealth Planners LLC raised its position in shares of iShares S&P 500 Value ETF by 1.5% in the second quarter. WR Wealth Planners LLC now owns 3,846 shares of the company’s stock valued at $700,000 after buying an additional 57 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE opened at $196.50 on Monday. The company’s 50 day simple moving average is $191.42 and its two-hundred day simple moving average is $185.82. The firm has a market capitalization of $35.20 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $197.63.

iShares S&P 500 Value ETF Company Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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