iShares S&P 500 Value ETF (NYSEARCA:IVE) Position Boosted by Trust Co. of Vermont

Trust Co. of Vermont raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 63.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,769 shares of the company’s stock after acquiring an additional 690 shares during the period. Trust Co. of Vermont’s holdings in iShares S&P 500 Value ETF were worth $338,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Arkadios Wealth Advisors lifted its holdings in iShares S&P 500 Value ETF by 16.4% in the fourth quarter. Arkadios Wealth Advisors now owns 6,526 shares of the company’s stock worth $1,246,000 after purchasing an additional 921 shares during the period. FARMERS & MERCHANTS TRUST Co OF LONG BEACH lifted its stake in shares of iShares S&P 500 Value ETF by 9.1% in the 4th quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 5,104 shares of the company’s stock worth $974,000 after acquiring an additional 425 shares during the period. Retirement Wealth Solutions LLC bought a new position in shares of iShares S&P 500 Value ETF in the fourth quarter valued at approximately $914,000. Sax Wealth Advisors LLC increased its stake in shares of iShares S&P 500 Value ETF by 25.1% during the fourth quarter. Sax Wealth Advisors LLC now owns 28,478 shares of the company’s stock valued at $5,436,000 after acquiring an additional 5,713 shares during the period. Finally, Merit Financial Group LLC raised its holdings in iShares S&P 500 Value ETF by 122.6% during the fourth quarter. Merit Financial Group LLC now owns 74,384 shares of the company’s stock worth $14,198,000 after purchasing an additional 40,970 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $194.09 on Monday. iShares S&P 500 Value ETF has a 1 year low of $170.13 and a 1 year high of $206.63. The firm has a market cap of $34.77 billion, a P/E ratio of 23.79 and a beta of 0.81. The stock has a fifty day moving average price of $196.93 and a two-hundred day moving average price of $194.15.

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.