YHB Investment Advisors Inc. Boosts Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

by · The Cerbat Gem

YHB Investment Advisors Inc. raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 0.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,966 shares of the company’s stock after acquiring an additional 197 shares during the quarter. YHB Investment Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $6,894,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Palisade Asset Management LLC purchased a new position in iShares S&P 500 Value ETF during the 1st quarter valued at about $26,000. CarsonAllaria Wealth Management Ltd. grew its holdings in shares of iShares S&P 500 Value ETF by 289.5% during the first quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock worth $28,000 after buying an additional 110 shares in the last quarter. Northwest Investment Counselors LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth about $31,000. Addison Advisors LLC grew its holdings in shares of 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 worth $51,000 after buying an additional 93 shares in the last quarter. Finally, TruNorth Capital Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth about $65,000.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $198.35 on Thursday. The company has a market cap of $35.53 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $201.08. The company has a 50-day simple moving average of $195.36 and a 200-day simple moving average of $187.54.

iShares S&P 500 Value ETF Profile

(Free Report)

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.

Read More

Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report).