Pallas Capital Advisors LLC Has $1.20 Million Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

by · The Markets Daily

Pallas Capital Advisors LLC lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,054 shares of the company’s stock after selling 66 shares during the quarter. Pallas Capital Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $1,197,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. CGN Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 3.0% in the second quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock valued at $339,000 after buying an additional 55 shares in the last quarter. Capital Square LLC raised its holdings in shares of iShares S&P 500 Value ETF by 1.3% during the second quarter. Capital Square LLC now owns 4,339 shares of the company’s stock worth $816,000 after acquiring an additional 55 shares during the period. HighMark Wealth Management LLC lifted its position in iShares S&P 500 Value ETF by 0.7% in the 2nd quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock valued at $1,494,000 after acquiring an additional 56 shares in the last quarter. Jaffetilchin Investment Partners LLC boosted its stake in iShares S&P 500 Value ETF by 0.8% in the 2nd quarter. Jaffetilchin Investment Partners LLC now owns 7,025 shares of the company’s stock worth $1,279,000 after purchasing an additional 57 shares during the period. Finally, WR Wealth Planners LLC increased its holdings in iShares S&P 500 Value ETF by 1.5% during the 2nd quarter. WR Wealth Planners LLC now owns 3,846 shares of the company’s stock worth $700,000 after purchasing an additional 57 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $196.09 on Wednesday. The stock has a market capitalization of $35.13 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a fifty-two week low of $148.33 and a fifty-two week high of $201.08. The business has a 50-day moving average of $195.87 and a 200-day moving average of $188.01.

iShares S&P 500 Value ETF Company 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.

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