Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Has $541,000 Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 5.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 2,737 shares of the company’s stock after selling 150 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in iShares S&P 500 Value ETF were worth $541,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Sutton Place Investors LLC lifted its position in shares of iShares S&P 500 Value ETF by 9.3% in the second quarter. Sutton Place Investors LLC now owns 5,704 shares of the company’s stock worth $1,038,000 after purchasing an additional 483 shares in the last quarter. FinTrust Capital Advisors LLC lifted its position in shares of iShares S&P 500 Value ETF by 2,406.7% in the first quarter. FinTrust Capital Advisors LLC now owns 1,504 shares of the company’s stock worth $281,000 after purchasing an additional 1,444 shares in the last quarter. NBC Securities Inc. lifted its position in shares of iShares S&P 500 Value ETF by 33.3% in the third quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock worth $423,000 after purchasing an additional 536 shares in the last quarter. Financial Partners Group Inc lifted its position in shares of iShares S&P 500 Value ETF by 2.7% in the second quarter. Financial Partners Group Inc now owns 2,784 shares of the company’s stock worth $507,000 after purchasing an additional 74 shares in the last quarter. Finally, Ausdal Financial Partners Inc. lifted its position in shares of iShares S&P 500 Value ETF by 81.0% in the third quarter. Ausdal Financial Partners Inc. now owns 46,203 shares of the company’s stock worth $9,110,000 after purchasing an additional 20,674 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $195.84 on Thursday. The company has a 50 day simple moving average of $195.96 and a 200-day simple moving average of $188.06. The firm has a market capitalization of $35.08 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52-week low of $149.61 and a 52-week high of $201.08.

About iShares S&P 500 Value ETF

(Free Report)

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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