Wealthquest Corp Grows Position in iShares S&P 500 Value ETF (IVE)

Wealthquest Corp boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,113 shares of the company’s stock after buying an additional 479 shares during the period. Wealthquest Corp’s holdings in iShares S&P 500 Value ETF were worth $914,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in IVE. Newman Dignan & Sheerar Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 6.5% in the first quarter. Newman Dignan & Sheerar Inc. now owns 4,579 shares of the company’s stock worth $516,000 after acquiring an additional 280 shares during the last quarter. Cahaba Wealth Management Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 6.0% in the fourth quarter. Cahaba Wealth Management Inc. now owns 63,608 shares of the company’s stock worth $6,433,000 after acquiring an additional 3,628 shares during the last quarter. BlackRock Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 1.9% in the third quarter. BlackRock Inc. now owns 457,310 shares of the company’s stock worth $52,974,000 after acquiring an additional 8,360 shares during the last quarter. First Heartland Consultants Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 16.1% in the fourth quarter. First Heartland Consultants Inc. now owns 38,245 shares of the company’s stock worth $3,868,000 after acquiring an additional 5,300 shares during the last quarter. Finally, Family Firm Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 1.0% in the fourth quarter. Family Firm Inc. now owns 10,658 shares of the company’s stock worth $1,078,000 after acquiring an additional 109 shares during the last quarter.

Shares of IVE stock traded down $0.08 on Thursday, reaching $116.30. The company had a trading volume of 73,515 shares, compared to its average volume of 1,133,080. iShares S&P 500 Value ETF has a one year low of $94.72 and a one year high of $118.81.

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 26th. Investors of record on Thursday, March 21st were issued a $0.6411 dividend. The ex-dividend date was Wednesday, March 20th. This represents a $2.56 dividend on an annualized basis and a yield of 2.20%.

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About iShares S&P 500 Value ETF

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 ETF (NYSEARCA:IVE)

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