Strategic Wealth Advisors Group LLC Has $1.85 Million Holdings in iShares S&P 500 Value Index (I

Strategic Wealth Advisors Group LLC boosted its position in shares of iShares S&P 500 Value Index (NYSEARCA:IVE) by 46.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,841 shares of the company’s stock after purchasing an additional 5,692 shares during the period. Strategic Wealth Advisors Group LLC’s holdings in iShares S&P 500 Value Index were worth $1,851,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Bogart Wealth LLC purchased a new stake in shares of iShares S&P 500 Value Index in the 4th quarter valued at approximately $29,000. Essex Savings Bank acquired a new position in shares of iShares S&P 500 Value Index in the fourth quarter valued at approximately $30,000. Doyle Wealth Management acquired a new position in shares of iShares S&P 500 Value Index in the fourth quarter valued at approximately $34,000. Nvwm LLC acquired a new position in iShares S&P 500 Value Index during the 4th quarter worth approximately $36,000. Finally, Strategic Wealth Partners Ltd. grew its holdings in iShares S&P 500 Value Index by 173.7% during the 4th quarter. Strategic Wealth Partners Ltd. now owns 479 shares of the company’s stock worth $50,000 after acquiring an additional 304 shares in the last quarter.

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IVE stock traded up $0.27 on Monday, hitting $113.16. The company’s stock had a trading volume of 5,449 shares, compared to its average volume of 1,494,780. iShares S&P 500 Value Index has a 1 year low of $94.72 and a 1 year high of $118.81.

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About iShares S&P 500 Value Index

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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