Valley Wealth Managers Inc. reduced its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 19.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 901 shares of the company’s stock after selling 217 shares during the period. Valley Wealth Managers Inc.’s holdings in iShares S&P 500 Value ETF were worth $178,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of IVE. Sutton Place Investors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 9.3% during the second quarter. Sutton Place Investors LLC now owns 5,704 shares of the company’s stock worth $1,038,000 after buying an additional 483 shares in the last quarter. NBC Securities Inc. increased its stake in shares of iShares S&P 500 Value ETF by 33.3% in the 3rd quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock valued at $423,000 after purchasing an additional 536 shares during the last quarter. Financial Partners Group Inc increased its position in iShares S&P 500 Value ETF by 2.7% during the 2nd 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. Ausdal Financial Partners Inc. grew its stake 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 during the last quarter. Finally, Concourse Financial Group Securities Inc. lifted its holdings in iShares S&P 500 Value ETF by 7.0% in the third quarter. Concourse Financial Group Securities Inc. now owns 53,260 shares of the company’s stock valued at $10,501,000 after buying an additional 3,500 shares during the period.
iShares S&P 500 Value ETF Trading Down 0.3 %
IVE opened at $199.51 on Friday. The company has a fifty day moving average price of $197.20 and a two-hundred day moving average price of $189.67. iShares S&P 500 Value ETF has a 1-year low of $161.43 and a 1-year high of $203.67. The company has a market cap of $35.74 billion, a P/E ratio of 23.79 and a beta of 0.81.
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.
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