Concurrent Investment Advisors LLC Acquires 2,084 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

by · The Cerbat Gem

Concurrent Investment Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,776 shares of the company’s stock after acquiring an additional 2,084 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $8,434,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock traded up $3.94 during mid-day trading on Wednesday, reaching $200.29. 171,852 shares of the company traded hands, compared to its average volume of 674,688. The firm’s 50 day moving average price is $196.11 and its 200 day moving average price is $188.64. iShares S&P 500 Value ETF has a 52-week low of $155.79 and a 52-week high of $201.45. The firm has a market capitalization of $35.88 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.

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