iShares S&P 500 Value ETF (NYSEARCA:IVE) Stock Holdings Lowered by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,074 shares of the company’s stock after selling 1,315 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $4,595,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IVE. International Assets Investment Management LLC increased its holdings in shares of iShares S&P 500 Value ETF by 18,046.1% during the third quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock valued at $262,938,000 after purchasing an additional 1,326,211 shares during the period. Sanctuary Advisors LLC bought a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at about $82,555,000. USA Financial Formulas bought a new position in iShares S&P 500 Value ETF in the 4th quarter valued at about $77,191,000. The Manufacturers Life Insurance Company increased its stake in iShares S&P 500 Value ETF by 43.2% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 918,220 shares of the company’s stock valued at $167,125,000 after buying an additional 277,110 shares during the period. Finally, PNC Financial Services Group Inc. raised its position in shares of iShares S&P 500 Value ETF by 7.6% during the 3rd quarter. PNC Financial Services Group Inc. now owns 1,975,642 shares of the company’s stock worth $389,537,000 after buying an additional 139,651 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $196.52 on Friday. iShares S&P 500 Value ETF has a 12-month low of $172.85 and a 12-month high of $206.63. The stock has a market capitalization of $35.21 billion, a PE ratio of 23.79 and a beta of 0.81. The firm has a 50 day simple moving average of $196.53 and a 200-day simple moving average of $194.34.

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.