Coldstream Capital Management Inc. Lowers Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Coldstream Capital Management Inc. trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,332 shares of the company’s stock after selling 469 shares during the period. Coldstream Capital Management Inc.’s holdings in iShares S&P 500 Value ETF were worth $1,446,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sutton Place Investors LLC grew its position 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 valued at $1,038,000 after buying an additional 483 shares during the last quarter. NBC Securities Inc. grew its position in 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 buying an additional 536 shares during the last quarter. Financial Partners Group Inc grew its position in iShares S&P 500 Value ETF by 2.7% in the 2nd quarter. Financial Partners Group Inc now owns 2,784 shares of the company’s stock valued at $507,000 after buying an additional 74 shares during the last quarter. Ausdal Financial Partners Inc. grew its position in iShares S&P 500 Value ETF by 81.0% in the 3rd 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 last quarter. Finally, Concourse Financial Group Securities Inc. grew its position in iShares S&P 500 Value ETF by 7.0% in the 3rd 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 last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $199.28 on Thursday. The firm’s fifty day moving average price is $199.85 and its 200 day moving average price is $192.17. iShares S&P 500 Value ETF has a 1-year low of $167.79 and a 1-year high of $206.63. The firm has a market cap of $35.70 billion, a price-to-earnings 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.