Keystone Financial Services lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 0.6% in the 3rd quarter, HoldingsChannel reports. The firm owned 52,706 shares of the company’s stock after selling 338 shares during the period. iShares S&P 500 Value ETF makes up approximately 4.0% of Keystone Financial Services’ holdings, making the stock its 8th largest holding. Keystone Financial Services’ holdings in iShares S&P 500 Value ETF were worth $10,392,000 at the end of the most recent reporting period.
A number of other hedge funds have also added to or reduced their stakes in IVE. Atomi Financial Group Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the first quarter valued at about $380,000. Koshinski Asset Management Inc. raised its stake in iShares S&P 500 Value ETF by 136.4% during the 1st quarter. Koshinski Asset Management Inc. now owns 9,998 shares of the company’s stock worth $1,868,000 after buying an additional 5,768 shares during the period. Interchange Capital Partners LLC acquired a new position in iShares S&P 500 Value ETF during the 1st quarter worth approximately $1,288,000. Avid Wealth Partners LLC bought a new position in iShares S&P 500 Value ETF in the first quarter worth approximately $5,280,000. Finally, SageView Advisory Group LLC grew its stake in iShares S&P 500 Value ETF by 5.5% in the first quarter. SageView Advisory Group LLC now owns 7,033 shares of the company’s stock valued at $1,372,000 after acquiring an additional 365 shares during the period.
iShares S&P 500 Value ETF Stock Up 0.4 %
Shares of NYSEARCA:IVE opened at $202.59 on Tuesday. iShares S&P 500 Value ETF has a twelve month low of $157.33 and a twelve month high of $203.67. The stock’s 50 day moving average is $196.49 and its 200-day moving average is $189.08. The firm has a market capitalization of $36.29 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.
iShares S&P 500 Value ETF 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.
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Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report).
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