iShares S&P 500 Value ETF (NYSEARCA:IVE) Stock Holdings Lowered by Opal Wealth Advisors LLC

Opal Wealth Advisors LLC lowered its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 88.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 4,098 shares of the company’s stock after selling 31,942 shares during the period. Opal Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $781,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of IVE. Raymond James Financial Inc. bought a new position in iShares S&P 500 Value ETF in the 4th quarter valued at about $311,273,000. Park Avenue Securities LLC grew its position in iShares S&P 500 Value ETF by 53.1% in the 1st quarter. Park Avenue Securities LLC now owns 1,450,465 shares of the company’s stock valued at $276,430,000 after buying an additional 502,776 shares in the last quarter. Envestnet Asset Management Inc. grew its position in iShares S&P 500 Value ETF by 3.8% in the 4th quarter. Envestnet Asset Management Inc. now owns 13,435,769 shares of the company’s stock valued at $2,564,620,000 after buying an additional 493,784 shares in the last quarter. GAMMA Investing LLC grew its position in iShares S&P 500 Value ETF by 18,958.0% in the 1st quarter. GAMMA Investing LLC now owns 477,975 shares of the company’s stock valued at $91,092,000 after buying an additional 475,467 shares in the last quarter. Finally, Lido Advisors LLC grew its position in iShares S&P 500 Value ETF by 46.5% in the 4th quarter. Lido Advisors LLC now owns 1,414,358 shares of the company’s stock valued at $269,973,000 after buying an additional 448,773 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 1.0%

Shares of IVE opened at $190.91 on Friday. The firm has a 50-day moving average price of $185.25 and a 200 day moving average price of $190.78. The firm has a market capitalization of $38.09 billion, a PE ratio of 20.88 and a beta of 0.89. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-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.