Blake Schutter Theil Wealth Advisors LLC Invests $1.10 Million in iShares S&P 500 Value ETF (NYSEARCA:IVE)

by · The Cerbat Gem

Blake Schutter Theil Wealth Advisors LLC purchased a new position in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 5,581 shares of the company’s stock, valued at approximately $1,100,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. CarsonAllaria Wealth Management Ltd. lifted its position in shares of iShares S&P 500 Value ETF by 289.5% in 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 in the last quarter. Northwest Investment Counselors LLC purchased a new position in shares of iShares S&P 500 Value ETF during the third quarter valued at $31,000. Valued Wealth Advisors LLC acquired a new position in iShares S&P 500 Value ETF during the third quarter valued at $35,000. Addison Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 50.0% in the 2nd quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after acquiring an additional 93 shares in the last quarter. Finally, TruNorth Capital Management LLC acquired a new stake in iShares S&P 500 Value ETF during the 2nd quarter worth about $65,000.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $201.19 on Thursday. The stock has a market cap of $36.04 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a fifty-two week low of $155.79 and a fifty-two week high of $201.49. The stock’s 50-day moving average is $196.26 and its two-hundred day moving average is $188.73.

About iShares S&P 500 Value ETF

(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.

See Also

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