Triad Wealth Partners LLC Acquires 28,341 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Triad Wealth Partners LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 138.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 48,752 shares of the company’s stock after purchasing an additional 28,341 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 3.4% of Triad Wealth Partners LLC’s holdings, making the stock its 7th biggest holding. Triad Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $9,306,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in iShares S&P 500 Value ETF by 100.0% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock worth $29,000 after acquiring an additional 76 shares in the last quarter. Kentucky Trust Co acquired a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth about $29,000. Providence First Trust Co bought a new position in shares of iShares S&P 500 Value ETF during the 4th quarter valued at about $31,000. Centricity Wealth Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at approximately $34,000. Finally, Perkins Coie Trust Co bought a new stake in iShares S&P 500 Value ETF during the 4th quarter worth approximately $35,000.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $192.25 on Wednesday. The firm has a market cap of $35.07 billion, a P/E ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a twelve month low of $176.09 and a twelve month high of $206.63. The firm’s 50 day moving average price is $194.52 and its two-hundred day moving average price is $196.35.

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.