Alta Wealth Advisors LLC Buys 1,967 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Alta Wealth Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 14.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,127 shares of the company’s stock after acquiring an additional 1,967 shares during the quarter. iShares S&P 500 Value ETF makes up about 1.3% of Alta Wealth Advisors LLC’s investment portfolio, making the stock its 21st biggest position. Alta Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $2,887,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in IVE. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock worth $29,000 after buying an additional 76 shares in the last quarter. Northwest Investment Counselors LLC bought a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at $31,000. Valued Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter worth $35,000. Perkins Coie Trust Co bought a new position in shares of iShares S&P 500 Value ETF during the 4th quarter valued at about $35,000. Finally, Copley Financial Group Inc. purchased a new position in shares of iShares S&P 500 Value ETF during the third quarter valued at about $36,000.

iShares S&P 500 Value ETF Trading Up 0.1 %

Shares of IVE stock opened at $197.41 on Friday. The stock has a market capitalization of $35.37 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 $173.01 and a 12-month high of $206.63. The stock’s 50-day moving average price is $196.24 and its 200-day moving average price is $194.81.

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.