iShares S&P 500 Value ETF (NYSEARCA:IVE) is Transform Wealth LLC’s 10th Largest Position

Transform Wealth LLC increased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 145,947 shares of the company’s stock after buying an additional 3,108 shares during the quarter. iShares S&P 500 Value ETF accounts for about 1.5% of Transform Wealth LLC’s investment portfolio, making the stock its 10th largest position. Transform Wealth LLC owned approximately 0.08% of iShares S&P 500 Value ETF worth $27,858,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. NBC Securities Inc. increased its holdings in iShares S&P 500 Value ETF by 33.3% in the 3rd quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock worth $423,000 after acquiring an additional 536 shares in the last quarter. Ausdal Financial Partners Inc. boosted its position in shares of iShares S&P 500 Value ETF by 81.0% in the third quarter. Ausdal Financial Partners Inc. now owns 46,203 shares of the company’s stock worth $9,110,000 after purchasing an additional 20,674 shares during the period. Concourse Financial Group Securities Inc. increased its stake in shares of iShares S&P 500 Value ETF by 7.0% in the third quarter. Concourse Financial Group Securities Inc. now owns 53,260 shares of the company’s stock worth $10,501,000 after purchasing an additional 3,500 shares in the last quarter. Cornell Pochily Investment Advisors Inc. raised its position in shares of iShares S&P 500 Value ETF by 31.3% during the 3rd quarter. Cornell Pochily Investment Advisors Inc. now owns 3,060 shares of the company’s stock valued at $603,000 after purchasing an additional 730 shares during the period. Finally, High Falls Advisors Inc boosted its holdings in iShares S&P 500 Value ETF by 3.1% in the 2nd quarter. High Falls Advisors Inc now owns 74,353 shares of the company’s stock worth $13,533,000 after buying an additional 2,223 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $194.09 on Tuesday. The stock has a fifty day simple moving average of $196.93 and a two-hundred day simple moving average of $194.15. iShares S&P 500 Value ETF has a 52-week low of $170.13 and a 52-week high of $206.63. The firm has a market capitalization of $34.77 billion, a PE ratio of 23.79 and a beta of 0.81.

iShares S&P 500 Value ETF Company 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.