Country Club Bank Sells 159 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Country Club Bank cut its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,663 shares of the company’s stock after selling 159 shares during the period. Country Club Bank’s holdings in iShares S&P 500 Value ETF were worth $1,080,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IVE. Berkshire Money Management Inc. raised its position in shares of iShares S&P 500 Value ETF by 0.9% in the 4th quarter. Berkshire Money Management Inc. now owns 206,526 shares of the company’s stock worth $39,422,000 after acquiring an additional 1,929 shares in the last quarter. Stratos Wealth Partners LTD. grew its stake in iShares S&P 500 Value ETF by 7.8% during the fourth quarter. Stratos Wealth Partners LTD. now owns 127,806 shares of the company’s stock worth $24,396,000 after purchasing an additional 9,265 shares during the period. Yousif Capital Management LLC grew its stake in iShares S&P 500 Value ETF by 274.4% during the fourth quarter. Yousif Capital Management LLC now owns 7,777 shares of the company’s stock worth $1,484,000 after purchasing an additional 5,700 shares during the period. Sargent Investment Group LLC bought a new stake in iShares S&P 500 Value ETF in the fourth quarter worth approximately $284,000. Finally, CarsonAllaria Wealth Management Ltd. lifted its stake in iShares S&P 500 Value ETF by 119.0% in the fourth quarter. CarsonAllaria Wealth Management Ltd. now owns 357 shares of the company’s stock valued at $68,000 after buying an additional 194 shares during the period.

iShares S&P 500 Value ETF Stock Up 0.4 %

Shares of IVE stock opened at $196.47 on Thursday. The firm has a 50 day moving average of $195.61 and a 200-day moving average of $195.08. The company has a market cap of $35.20 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52 week low of $173.01 and a 52 week high of $206.63.

About iShares S&P 500 Value ETF

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.