Forvis Mazars Wealth Advisors LLC Grows Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Forvis Mazars Wealth Advisors LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 10.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 38,085 shares of the company’s stock after acquiring an additional 3,663 shares during the quarter. Forvis Mazars Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $7,270,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in IVE. LexAurum Advisors LLC lifted its position in iShares S&P 500 Value ETF by 47.2% during the fourth quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after buying an additional 1,233 shares in the last quarter. Financial Synergies Wealth Advisors Inc. lifted its position in iShares S&P 500 Value ETF by 0.6% during the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after buying an additional 160 shares in the last quarter. DAVENPORT & Co LLC lifted its position in iShares S&P 500 Value ETF by 10.9% during the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after buying an additional 372 shares in the last quarter. Equitable Trust Co. purchased a new position in iShares S&P 500 Value ETF during the fourth quarter worth approximately $5,806,000. Finally, EP Wealth Advisors LLC lifted its position in iShares S&P 500 Value ETF by 3.6% during the third quarter. EP Wealth Advisors LLC now owns 40,055 shares of the company’s stock worth $7,898,000 after buying an additional 1,387 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $196.39 on Friday. iShares S&P 500 Value ETF has a one year low of $176.09 and a one year high of $206.63. The company has a market cap of $35.82 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95. The business’s 50 day moving average price is $194.14 and its 200 day moving average price is $195.85.

About iShares S&P 500 Value ETF

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.