First National Bank & Trust Co. of Newtown Reduces Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

First National Bank & Trust Co. of Newtown decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 39.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,317 shares of the company’s stock after selling 860 shares during the quarter. First National Bank & Trust Co. of Newtown’s holdings in iShares S&P 500 Value ETF were worth $251,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in IVE. Kentucky Trust Co purchased a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth about $29,000. Thurston Springer Miller Herd & Titak Inc. grew its stake in iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after buying an additional 76 shares in the last quarter. Northwest Investment Counselors LLC bought a new stake in iShares S&P 500 Value ETF during the 3rd quarter valued at $31,000. Valued Wealth Advisors LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth $35,000. Finally, Perkins Coie Trust Co purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth $35,000.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $198.58 on Thursday. The stock has a fifty day moving average of $194.18 and a 200-day moving average of $195.63. The stock has a market cap of $36.22 billion, a PE ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a fifty-two week low of $176.09 and a fifty-two 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.