AE Wealth Management LLC Takes $221,000 Position in iShares S&P 500 Value Index (IVE)

AE Wealth Management LLC purchased a new stake in shares of iShares S&P 500 Value Index (NYSEARCA:IVE) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,937 shares of the company’s stock, valued at approximately $221,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IVE. Parker Investment Management LLC purchased a new stake in iShares S&P 500 Value Index during the fourth quarter valued at about $24,214,000. Picton Mahoney Asset Management raised its position in iShares S&P 500 Value Index by 1,674.7% during the fourth quarter. Picton Mahoney Asset Management now owns 140,200 shares of the company’s stock valued at $16,012,000 after purchasing an additional 132,300 shares in the last quarter. BKD Wealth Advisors LLC increased its holdings in shares of iShares S&P 500 Value Index by 1,122.5% in the fourth quarter. BKD Wealth Advisors LLC now owns 53,166 shares of the company’s stock worth $6,074,000 after buying an additional 48,817 shares during the period. IFC Holdings Incorporated FL increased its holdings in shares of iShares S&P 500 Value Index by 12.9% in the fourth quarter. IFC Holdings Incorporated FL now owns 407,937 shares of the company’s stock worth $46,592,000 after buying an additional 46,673 shares during the period. Finally, US Bancorp DE increased its holdings in shares of iShares S&P 500 Value Index by 10.4% in the fourth quarter. US Bancorp DE now owns 478,905 shares of the company’s stock worth $54,710,000 after buying an additional 45,301 shares during the period.

iShares S&P 500 Value Index (IVE) opened at $111.35 on Tuesday. The company has a market capitalization of $14,780.00 and a PE ratio of 13.99. iShares S&P 500 Value Index has a twelve month low of $101.78 and a twelve month high of $121.12.

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iShares S&P 500 Value Index Company 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.

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Institutional Ownership by Quarter for iShares S&P 500 Value Index (NYSEARCA:IVE)

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