Copperleaf Capital LLC Raises Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Copperleaf Capital LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,658 shares of the company’s stock after acquiring an additional 854 shares during the period. iShares S&P 500 Value ETF makes up 1.4% of Copperleaf Capital LLC’s investment portfolio, making the stock its 20th largest position. Copperleaf Capital LLC’s holdings in iShares S&P 500 Value ETF were worth $2,225,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of IVE. Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after acquiring an additional 76 shares in the last quarter. Kentucky Trust Co purchased a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter valued at about $29,000. Northwest Investment Counselors LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $31,000. Valued Wealth Advisors LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $35,000. Finally, Perkins Coie Trust Co purchased a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter valued at about $35,000.

iShares S&P 500 Value ETF Stock Down 0.2 %

NYSEARCA:IVE opened at $196.62 on Friday. The stock has a market cap of $35.22 billion, a P/E ratio of 23.79 and a beta of 0.81. The business’s 50-day moving average price is $194.31 and its two-hundred day moving average price is $195.46. iShares S&P 500 Value ETF has a twelve month low of $175.71 and a twelve month high of $206.63.

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.