UMB Bank n.a. decreased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 66,183 shares of the company’s stock after selling 3,574 shares during the period. UMB Bank n.a.’s holdings in iShares S&P 500 Value ETF were worth $12,613,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently modified their holdings of IVE. Brighton Jones LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after acquiring an additional 112 shares during the last quarter. Yousif Capital Management LLC raised its holdings in shares of iShares S&P 500 Value ETF by 274.4% in the 4th quarter. Yousif Capital Management LLC now owns 7,777 shares of the company’s stock worth $1,484,000 after buying an additional 5,700 shares in the last quarter. Bleakley Financial Group LLC lifted its holdings in iShares S&P 500 Value ETF by 6.1% during the 4th quarter. Bleakley Financial Group LLC now owns 8,570 shares of the company’s stock valued at $1,636,000 after purchasing an additional 496 shares during the last quarter. Silver Oak Securities Incorporated increased its stake in shares of iShares S&P 500 Value ETF by 261.1% in the fourth quarter. Silver Oak Securities Incorporated now owns 3,893 shares of the company’s stock valued at $742,000 after buying an additional 2,815 shares in the last quarter. Finally, Golden State Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF during the 4th quarter worth $380,000.
iShares S&P 500 Value ETF Price Performance
Shares of NYSEARCA IVE opened at $191.34 on Friday. The company’s 50 day simple moving average is $183.77 and its 200 day simple moving average is $191.10. The firm has a market capitalization of $38.17 billion, a P/E ratio of 20.88 and a beta of 0.89. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $206.63.
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.
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