Glass Jacobson Investment Advisors llc Grows Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Glass Jacobson Investment Advisors llc boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,842 shares of the company’s stock after buying an additional 363 shares during the period. iShares S&P 500 Value ETF makes up about 1.0% of Glass Jacobson Investment Advisors llc’s holdings, making the stock its 24th biggest position. Glass Jacobson Investment Advisors llc’s holdings in iShares S&P 500 Value ETF were worth $2,701,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Personalized Indexing Management LLC acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter worth about $442,000. TrinityPoint Wealth LLC increased its position in iShares S&P 500 Value ETF by 40.4% during the 4th quarter. TrinityPoint Wealth LLC now owns 1,878 shares of the company’s stock worth $327,000 after purchasing an additional 540 shares during the period. Balentine LLC purchased a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth approximately $46,000. D.A. Davidson & CO. lifted its holdings in shares of iShares S&P 500 Value ETF by 0.6% in the 4th quarter. D.A. Davidson & CO. now owns 18,017 shares of the company’s stock valued at $3,133,000 after buying an additional 110 shares during the period. Finally, Franklin Resources Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 17.2% in the 4th quarter. Franklin Resources Inc. now owns 34,672 shares of the company’s stock valued at $6,029,000 after buying an additional 5,094 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $195.16 on Thursday. The business’s fifty day moving average price is $190.19 and its 200 day moving average price is $185.08. The firm has a market capitalization of $34.96 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $197.39.

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.