Middleton & Co. Inc. MA Has $319,000 Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Middleton & Co. Inc. MA increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.1% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 1,750 shares of the company’s stock after acquiring an additional 100 shares during the period. Middleton & Co. Inc. MA’s holdings in iShares S&P 500 Value ETF were worth $319,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in IVE. Cetera Investment Advisers grew its position in shares of iShares S&P 500 Value ETF by 905.6% in the first quarter. Cetera Investment Advisers now owns 1,410,516 shares of the company’s stock valued at $263,498,000 after purchasing an additional 1,270,256 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its holdings in iShares S&P 500 Value ETF by 503.8% in the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 1,377,642 shares of the company’s stock valued at $257,357,000 after buying an additional 1,149,497 shares during the last quarter. CWM LLC increased its position in iShares S&P 500 Value ETF by 228.4% in the 1st quarter. CWM LLC now owns 1,496,348 shares of the company’s stock worth $279,533,000 after buying an additional 1,040,767 shares during the period. JPMorgan Chase & Co. lifted its holdings in shares of iShares S&P 500 Value ETF by 5.1% during the first quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock worth $3,320,751,000 after buying an additional 861,704 shares during the last quarter. Finally, Park Avenue Securities LLC boosted its position in shares of iShares S&P 500 Value ETF by 1,337.4% in the first quarter. Park Avenue Securities LLC now owns 902,534 shares of the company’s stock valued at $168,602,000 after acquiring an additional 839,744 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.3 %

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

iShares S&P 500 Value ETF 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.