iShares S&P 500 Value ETF (NYSEARCA:IVE) Stock Position Boosted by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 49.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 159,105 shares of the company’s stock after buying an additional 52,686 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 6.0% of Greenup Street Wealth Management LLC’s holdings, making the stock its 5th largest holding. Greenup Street Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $30,370,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. grew its holdings in 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 valued at $29,000 after purchasing an additional 76 shares during the period. Northwest Investment Counselors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at $31,000. Valued Wealth Advisors LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at $35,000. Perkins Coie Trust Co acquired a new stake in shares of iShares S&P 500 Value ETF during the 4th quarter worth $35,000. Finally, Copley Financial Group Inc. purchased a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter worth $36,000.

iShares S&P 500 Value ETF Trading Up 1.0 %

IVE stock opened at $198.12 on Tuesday. The company has a market cap of $35.49 billion, a PE ratio of 23.79 and a beta of 0.81. The stock has a 50-day moving average price of $196.39 and a two-hundred day moving average price of $194.62. iShares S&P 500 Value ETF has a 12-month low of $173.01 and a 12-month high of $206.63.

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.