Lpwm LLC Has $65.52 Million Holdings in iShares S&P 500 Value ETF $IVE

Lpwm LLC grew its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 317,272 shares of the company’s stock after buying an additional 9,585 shares during the quarter. iShares S&P 500 Value ETF accounts for about 17.5% of Lpwm LLC’s investment portfolio, making the stock its 2nd biggest holding. Lpwm LLC’s holdings in iShares S&P 500 Value ETF were worth $65,520,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in IVE. Dumont & Blake Investment Advisors LLC raised its position in iShares S&P 500 Value ETF by 0.5% in the 3rd quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock valued at $2,229,000 after buying an additional 49 shares during the last quarter. 5T Wealth LLC raised its holdings in shares of iShares S&P 500 Value ETF by 9.7% in the 3rd quarter. 5T Wealth LLC now owns 27,831 shares of the company’s stock valued at $5,747,000 after purchasing an additional 2,461 shares during the period. Permanent Capital Management LP acquired a new position in iShares S&P 500 Value ETF during the third quarter worth approximately $318,000. Everpar Advisors LLC raised its stake in iShares S&P 500 Value ETF by 36.7% in the third quarter. Everpar Advisors LLC now owns 3,057 shares of the company’s stock valued at $631,000 after buying an additional 820 shares during the period. Finally, FSC Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at approximately $211,000.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $214.19 on Monday. The stock has a market cap of $43.68 billion, a PE ratio of 20.70 and a beta of 0.89. The firm has a 50-day moving average of $210.30 and a 200-day moving average of $203.88. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $214.90.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.

See Also

• Five stocks we like better than iShares S&P 500 Value ETF
• Do not delete, read immediately
• How the Rich Retire
• INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
• How Long Will $1M Last in Retirement?
• Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why

Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report).