Endurance Wealth Management Inc. Increases Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Endurance Wealth Management Inc. raised its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 28.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,251 shares of the company’s stock after purchasing an additional 2,072 shares during the quarter. Endurance Wealth Management Inc.’s holdings in iShares S&P 500 Value ETF were worth $1,102,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of IVE. Steward Partners Investment Advisory LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 1.9% in the second quarter. Steward Partners Investment Advisory LLC now owns 4,672 shares of the company’s stock worth $544,000 after acquiring an additional 85 shares during the period. Benjamin Edwards Inc. raised its position in iShares S&P 500 Value ETF by 1.0% during the second quarter. Benjamin Edwards Inc. now owns 8,770 shares of the company’s stock valued at $1,022,000 after purchasing an additional 87 shares in the last quarter. Evanson Asset Management LLC raised its position in iShares S&P 500 Value ETF by 2.2% during the third quarter. Evanson Asset Management LLC now owns 4,152 shares of the company’s stock valued at $495,000 after purchasing an additional 90 shares in the last quarter. D.A. Davidson & CO. raised its position in iShares S&P 500 Value ETF by 2.3% during the second quarter. D.A. Davidson & CO. now owns 4,561 shares of the company’s stock valued at $532,000 after purchasing an additional 102 shares in the last quarter. Finally, Captrust Financial Advisors raised its position in iShares S&P 500 Value ETF by 2.2% during the second quarter. Captrust Financial Advisors now owns 5,063 shares of the company’s stock valued at $590,000 after purchasing an additional 108 shares in the last quarter.

NYSEARCA IVE traded up $0.28 during trading hours on Friday, reaching $125.92. 614,362 shares of the stock traded hands, compared to its average volume of 809,505. The stock has a 50 day simple moving average of $120.33 and a two-hundred day simple moving average of $116.91. iShares S&P 500 Value ETF has a 1 year low of $94.72 and a 1 year high of $126.08.

iShares S&P 500 Value ETF 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.

Further Reading: Diversification Important in Investing

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

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