Fullcircle Wealth LLC Has $1.53 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

by · The Cerbat Gem

Fullcircle Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,765 shares of the company’s stock after acquiring an additional 250 shares during the period. Fullcircle Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $1,532,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Kovack Advisors Inc. raised its stake in iShares S&P 500 Value ETF by 44.3% during the 1st quarter. Kovack Advisors Inc. now owns 1,671 shares of the company’s stock worth $312,000 after buying an additional 513 shares during the period. BNP Paribas Financial Markets grew its holdings in iShares S&P 500 Value ETF by 29.3% during the first quarter. BNP Paribas Financial Markets now owns 177,040 shares of the company’s stock worth $33,073,000 after purchasing an additional 40,089 shares during the period. Palisade Asset Management LLC bought a new position in iShares S&P 500 Value ETF during the first quarter worth about $26,000. Moloney Securities Asset Management LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 2.1% during the first quarter. Moloney Securities Asset Management LLC now owns 2,842 shares of the company’s stock worth $531,000 after acquiring an additional 58 shares during the period. Finally, Mendel Money Management boosted its stake in shares of iShares S&P 500 Value ETF by 200.0% in the first quarter. Mendel Money Management now owns 2,055 shares of the company’s stock valued at $384,000 after buying an additional 4,110 shares during the period.

iShares S&P 500 Value ETF Price Performance

IVE traded up $0.13 during trading on Friday, hitting $194.77. 398,656 shares of the stock traded hands, compared to its average volume of 680,104. iShares S&P 500 Value ETF has a twelve month low of $153.65 and a twelve month high of $201.08. The company has a market cap of $34.89 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business has a 50 day moving average price of $196.05 and a 200 day moving average price of $188.23.

About iShares S&P 500 Value ETF

(Free Report)

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.

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