iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by Oxford Financial Group LTD. LLC

Oxford Financial Group LTD. LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 6.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 16,495 shares of the company’s stock after buying an additional 1,042 shares during the quarter. Oxford Financial Group LTD. LLC’s holdings in iShares S&P 500 Value ETF were worth $3,149,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. TD Private Client Wealth LLC grew its holdings in shares of iShares S&P 500 Value ETF by 6.1% during the fourth quarter. TD Private Client Wealth LLC now owns 106,138 shares of the company’s stock worth $20,260,000 after purchasing an additional 6,093 shares during the last quarter. SigFig Wealth Management LLC grew its holdings in shares of iShares S&P 500 Value ETF by 4.1% during the fourth quarter. SigFig Wealth Management LLC now owns 23,642 shares of the company’s stock worth $4,507,000 after purchasing an additional 935 shares during the last quarter. HUB Investment Partners LLC grew its holdings in shares of iShares S&P 500 Value ETF by 10.3% during the fourth quarter. HUB Investment Partners LLC now owns 3,721 shares of the company’s stock worth $710,000 after purchasing an additional 346 shares during the last quarter. Certus Wealth Management LLC grew its holdings in shares of iShares S&P 500 Value ETF by 1.0% during the fourth quarter. Certus Wealth Management LLC now owns 13,727 shares of the company’s stock worth $2,681,000 after purchasing an additional 131 shares during the last quarter. Finally, GM Advisory Group LLC purchased a new position in shares of iShares S&P 500 Value ETF during the fourth quarter worth about $289,000.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $190.09 on Friday. The stock’s 50-day moving average is $194.20 and its two-hundred day moving average is $196.06. The firm has a market cap of $36.92 billion, a price-to-earnings ratio of 22.06 and a beta of 0.94. iShares S&P 500 Value ETF has a 1 year low of $176.09 and a 1 year high of $206.63.

iShares S&P 500 Value ETF 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.

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

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