Kingsview Wealth Management LLC lowered its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,759 shares of the company’s stock after selling 173 shares during the period. Kingsview Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $908,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. LexAurum Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 47.2% in the fourth quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after acquiring an additional 1,233 shares in the last quarter. Financial Synergies Wealth Advisors Inc. boosted its holdings in iShares S&P 500 Value ETF by 0.6% in the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after acquiring an additional 160 shares in the last quarter. DAVENPORT & Co LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 10.9% in the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock valued at $722,000 after purchasing an additional 372 shares in the last quarter. NBC Securities Inc. lifted its holdings 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 valued at $423,000 after purchasing an additional 536 shares in the last quarter. Finally, Cornell Pochily Investment Advisors Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 31.3% in the third quarter. Cornell Pochily Investment Advisors Inc. now owns 3,060 shares of the company’s stock valued at $603,000 after purchasing an additional 730 shares in the last quarter.
iShares S&P 500 Value ETF Stock Up 0.5 %
IVE stock opened at $196.23 on Wednesday. iShares S&P 500 Value ETF has a twelve month low of $173.01 and a twelve month high of $206.63. The stock’s 50 day moving average is $194.82 and its 200-day moving average is $195.32. The firm has a market capitalization of $35.15 billion, a PE ratio of 23.79 and a beta of 0.81.
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.
Further Reading
- Five stocks we like better than iShares S&P 500 Value ETF
- How to Plot Fibonacci Price Inflection Levels
- META Stock: Insider Selling Ramps Up—What It Means for Investors
- Market Cap Calculator: How to Calculate Market Cap
- 3 Chip Stocks Still Trading 50% Below Their 52-Week Highs
- Biggest Stock Losers – Today’s Biggest Percentage Decliners
- U.S. Steel: Will Trump-Backed Nippon Investment Drive Upside?
Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report).
Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.