West Oak Capital LLC Grows Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

West Oak Capital LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,551 shares of the company’s stock after buying an additional 385 shares during the quarter. West Oak Capital LLC’s holdings in iShares S&P 500 Value ETF were worth $1,250,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. International Assets Investment Management LLC boosted its stake in shares of iShares S&P 500 Value ETF by 18,046.1% during the third quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock valued at $262,938,000 after acquiring an additional 1,326,211 shares during the last quarter. Sanctuary Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the second quarter valued at $82,555,000. The Manufacturers Life Insurance Company boosted its stake in shares of iShares S&P 500 Value ETF by 43.2% during the second quarter. The Manufacturers Life Insurance Company now owns 918,220 shares of the company’s stock valued at $167,125,000 after acquiring an additional 277,110 shares during the last quarter. PNC Financial Services Group Inc. boosted its stake in shares of iShares S&P 500 Value ETF by 7.6% during the third quarter. PNC Financial Services Group Inc. now owns 1,975,642 shares of the company’s stock valued at $389,537,000 after acquiring an additional 139,651 shares during the last quarter. Finally, Kovitz Investment Group Partners LLC boosted its stake in shares of iShares S&P 500 Value ETF by 28.7% during the third quarter. Kovitz Investment Group Partners LLC now owns 613,456 shares of the company’s stock valued at $120,955,000 after acquiring an additional 136,769 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $189.42 on Tuesday. The stock’s 50-day moving average is $197.53 and its 200-day moving average is $193.84. The company has a market cap of $33.93 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12 month low of $170.13 and a 12 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.