Mosaic Financial Group LLC Trims Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Mosaic Financial Group LLC trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 22.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,695 shares of the company’s stock after selling 492 shares during the quarter. Mosaic Financial Group LLC’s holdings in iShares S&P 500 Value ETF were worth $334,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Sutton Place Investors LLC lifted its stake in iShares S&P 500 Value ETF by 9.3% in the 2nd 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. NBC Securities Inc. raised 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 buying an additional 536 shares in the last quarter. Financial Partners Group Inc raised 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 buying an additional 74 shares in the last quarter. Ausdal Financial Partners Inc. boosted its stake in iShares S&P 500 Value ETF by 81.0% during the third quarter. Ausdal Financial Partners Inc. now owns 46,203 shares of the company’s stock valued at $9,110,000 after buying an additional 20,674 shares during the period. Finally, Concourse Financial Group Securities Inc. grew its position in iShares S&P 500 Value ETF by 7.0% during the third quarter. Concourse Financial Group Securities Inc. now owns 53,260 shares of the company’s stock worth $10,501,000 after buying an additional 3,500 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 0.3 %

NYSEARCA:IVE opened at $201.91 on Friday. The stock has a market cap of $36.17 billion, a P/E ratio of 23.79 and a beta of 0.81. The business’s 50-day moving average price is $199.65 and its two-hundred day moving average price is $191.83. iShares S&P 500 Value ETF has a twelve month low of $165.64 and a twelve month high of $206.63.

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.