Blossom Wealth Management Acquires 328 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

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Blossom Wealth Management lifted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEGet Rating) by 13.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 2,758 shares of the company’s stock after acquiring an additional 328 shares during the period. iShares S&P 500 Value ETF makes up about 1.9% of Blossom Wealth Management’s investment portfolio, making the stock its 17th biggest position. Blossom Wealth Management’s holdings in iShares S&P 500 Value ETF were worth $429,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IVE. Wells Fargo & Company MN lifted its holdings in iShares S&P 500 Value ETF by 2.6% during the 4th quarter. Wells Fargo & Company MN now owns 8,485,582 shares of the company’s stock valued at $1,329,096,000 after purchasing an additional 212,277 shares during the last quarter. Bank of America Corp DE lifted its holdings in iShares S&P 500 Value ETF by 2.2% during the 4th quarter. Bank of America Corp DE now owns 6,320,537 shares of the company’s stock valued at $989,986,000 after purchasing an additional 134,436 shares during the last quarter. Stifel Financial Corp lifted its holdings in iShares S&P 500 Value ETF by 5.4% during the 4th quarter. Stifel Financial Corp now owns 2,725,726 shares of the company’s stock valued at $426,931,000 after purchasing an additional 140,377 shares during the last quarter. Advisor Group Holdings Inc. lifted its holdings in iShares S&P 500 Value ETF by 0.8% during the 4th quarter. Advisor Group Holdings Inc. now owns 1,086,527 shares of the company’s stock valued at $170,378,000 after purchasing an additional 8,405 shares during the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its holdings in iShares S&P 500 Value ETF by 3.4% during the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 755,219 shares of the company’s stock valued at $118,290,000 after purchasing an additional 24,586 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $138.37 on Monday. iShares S&P 500 Value ETF has a 12-month low of $132.18 and a 12-month high of $160.38. The firm has a 50-day moving average price of $142.29 and a 200 day moving average price of $149.81.

About iShares S&P 500 Value ETF

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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.

Further Reading

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