Hoxton Planning & Management LLC Grows Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Hoxton Planning & Management LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,822 shares of the company’s stock after acquiring an additional 1,773 shares during the period. iShares S&P 500 Value ETF accounts for 1.3% of Hoxton Planning & Management LLC’s portfolio, making the stock its 15th largest holding. Hoxton Planning & Management LLC’s holdings in iShares S&P 500 Value ETF were worth $3,317,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. raised its stake in 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 valued at $3,320,751,000 after purchasing an additional 861,704 shares in the last quarter. Envestnet Asset Management Inc. grew its position in iShares S&P 500 Value ETF by 3.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock valued at $2,253,356,000 after acquiring an additional 420,007 shares during the last quarter. LPL Financial LLC increased its stake in iShares S&P 500 Value ETF by 4.9% in the second quarter. LPL Financial LLC now owns 4,258,617 shares of the company’s stock worth $775,111,000 after purchasing an additional 200,427 shares during the period. US Bancorp DE lifted its position in shares of iShares S&P 500 Value ETF by 9.9% during the first quarter. US Bancorp DE now owns 1,539,081 shares of the company’s stock worth $287,516,000 after purchasing an additional 139,258 shares during the last quarter. Finally, CWM LLC boosted its stake in shares of iShares S&P 500 Value ETF by 228.4% during the first quarter. CWM LLC now owns 1,496,348 shares of the company’s stock valued at $279,533,000 after purchasing an additional 1,040,767 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.2 %

Shares of NYSEARCA IVE opened at $195.54 on Wednesday. iShares S&P 500 Value ETF has a 12-month low of $147.23 and a 12-month high of $197.63. The stock’s fifty day simple moving average is $192.41 and its two-hundred day simple moving average is $186.37. The stock has a market capitalization of $35.03 billion, a PE 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.