Prio Wealth Limited Partnership Invests $547,000 in iShares S&P 500 Value ETF

As of the third quarter of 2024, Prio Wealth Limited Partnership holds a $547,000 stake in shares of the iShares S&P 500 Value ETF (NYSEARCA:IVE). According to its latest 13F filing with the SEC, the partnership reduced its position by 6.5%, now owning 2,775 shares after selling 193 shares during the quarter.

Several other institutional investors have also recently adjusted their holdings of the iShares S&P 500 Value ETF. For instance, CGN Advisors LLC increased its stake by 3.0% in Q2, bringing their total to 1,860 shares valued at $339,000 after acquiring 55 additional shares. Similarly, Capital Square LLC grew its stake by 1.3%, now owning 4,339 shares worth $816,000, also after purchasing 55 shares in the previous quarter.

HighMark Wealth Management LLC increased its shareholding by 0.7%, resulting in a total of 8,208 shares valued at $1,494,000 after buying 56 shares. Jaffetilchin Investment Partners LLC raised its stake by 0.8%, holding 7,025 shares valued at $1,279,000 after adding 57 shares in Q2. WR Wealth Planners LLC also boosted its stake by 1.5%, now owning 3,846 shares worth $700,000, following a purchase of 57 shares.

Current Market Position of iShares S&P 500 Value ETF

The iShares S&P 500 Value ETF opened at $198.99 on Tuesday. Its 50-day moving average is $194.90, while the 200-day moving average stands at $187.36. The ETF has seen a 12-month low of $147.23 and a high of $201.08. Currently, it holds a market capitalization of $35.65 billion, a price-to-earnings ratio of 23.79, and a beta of 0.81.

About iShares S&P 500 Value ETF

The iShares S&P 500 Value ETF, formerly known as iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF) designed to match the performance of the S&P 500 Value Index. This index tracks the performance of large-capitalization value stocks within the United States equity market, focusing on companies that display strong value characteristics.

Additional Insights

• Considerations for investors exploring alternatives to iShares S&P 500 Value ETF.
• Portfolio strategies to safeguard against market downturns.
• Analysts predict positive outlooks for certain cybersecurity stocks.
• Understanding insider trading and its implications.
• Monitoring critical developments in the nuclear power sector.
• A guide to the Australian Securities Exchange (ASX).
• Energy stocks benefiting from significant government loan commitments.

To explore more about hedge fund holdings in the iShares S&P 500 Value ETF, you can check platforms providing insights and data on institutional investments.

For daily updates on the iShares S&P 500 Value ETF and other related companies, subscribing to financial news summaries can be beneficial.

investment, ETFs, stocks