Watts Gwilliam & Co. LLC Has $17.71 Million Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Watts Gwilliam & Co. LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 12.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 92,706 shares of the company’s stock after acquiring an additional 10,039 shares during the quarter. iShares S&P 500 Value ETF comprises 3.7% of Watts Gwilliam & Co. LLC’s portfolio, making the stock its 5th largest position. Watts Gwilliam & Co. LLC owned approximately 0.05% of iShares S&P 500 Value ETF worth $17,708,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Northwest Investment Counselors LLC bought a new position in iShares S&P 500 Value ETF during the 3rd quarter worth approximately $31,000. Valued Wealth Advisors LLC bought a new position in shares of iShares S&P 500 Value ETF during the third quarter worth $35,000. Copley Financial Group Inc. acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at $36,000. Hobbs Group Advisors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at $40,000. Finally, Colony Family Offices LLC raised its stake in iShares S&P 500 Value ETF by 77.3% during the 3rd quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock worth $54,000 after buying an additional 119 shares during the period.

iShares S&P 500 Value ETF Trading Up 0.1 %

IVE stock opened at $191.15 on Friday. iShares S&P 500 Value ETF has a 1-year low of $170.13 and a 1-year high of $206.63. The firm has a market cap of $34.24 billion, a PE ratio of 23.79 and a beta of 0.81. The business’s 50-day moving average price is $197.76 and its two-hundred day moving average price is $193.60.

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.