J.W. Cole Advisors Inc. lowered its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 61,692 shares of the company’s stock after selling 2,396 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $11,776,000 at the end of the most recent quarter.
Several other large investors have also recently modified their holdings of IVE. Alpha Financial Partners LLC bought a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at approximately $7,385,000. Good Life Advisors LLC grew its position in iShares S&P 500 Value ETF by 103.7% in the 3rd quarter. Good Life Advisors LLC now owns 2,940 shares of the company’s stock valued at $580,000 after acquiring an additional 1,497 shares during the last quarter. Stratos Wealth Partners LTD. grew its position in iShares S&P 500 Value ETF by 5.4% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 118,541 shares of the company’s stock valued at $23,373,000 after acquiring an additional 6,059 shares during the last quarter. Stratos Wealth Advisors LLC grew its position in iShares S&P 500 Value ETF by 7.4% in the 3rd quarter. Stratos Wealth Advisors LLC now owns 38,559 shares of the company’s stock valued at $7,603,000 after acquiring an additional 2,643 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC grew its position in iShares S&P 500 Value ETF by 0.6% in the 3rd quarter. Kohmann Bosshard Financial Services LLC now owns 10,171 shares of the company’s stock valued at $2,005,000 after acquiring an additional 63 shares during the last quarter.
iShares S&P 500 Value ETF Stock Down 0.2 %
Shares of iShares S&P 500 Value ETF stock opened at $196.62 on Friday. The stock’s fifty day moving average is $194.31 and its two-hundred day moving average is $195.46. The company has a market capitalization of $35.22 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52 week low of $175.71 and a 52 week high of $206.63.
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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