iShares S&P 500 Value ETF (NYSEARCA:IVE) Stock Holdings Lifted by Guidance Point Advisors LLC

Guidance Point Advisors LLC increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,658 shares of the company’s stock after buying an additional 982 shares during the quarter. iShares S&P 500 Value ETF accounts for 3.4% of Guidance Point Advisors LLC’s investment portfolio, making the stock its 7th largest holding. Guidance Point Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $11,763,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in IVE. CarsonAllaria Wealth Management Ltd. grew its position in shares of iShares S&P 500 Value ETF by 289.5% during the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after acquiring an additional 110 shares during the period. Northwest Investment Counselors LLC purchased a new position in iShares S&P 500 Value ETF in the third quarter valued at approximately $31,000. Valued Wealth Advisors LLC bought a new position in iShares S&P 500 Value ETF during the third quarter valued at $35,000. Addison Advisors LLC grew its holdings in iShares S&P 500 Value ETF by 50.0% during the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock valued at $51,000 after purchasing an additional 93 shares during the period. Finally, TruNorth Capital Management LLC purchased a new stake in iShares S&P 500 Value ETF in the second quarter worth $65,000.

iShares S&P 500 Value ETF Price Performance

Shares of IVE opened at $196.37 on Wednesday. The firm has a market cap of $35.18 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1 year low of $155.79 and a 1 year high of $201.08. The stock’s fifty day moving average price is $196.11 and its two-hundred day moving average price is $188.64.

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.