Orion Porfolio Solutions LLC Has $26.98 Million Stock Holdings in iShares S&P 500 Value ETF $IVE

Orion Porfolio Solutions LLC reduced its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 130,648 shares of the company’s stock after selling 3,158 shares during the period. Orion Porfolio Solutions LLC’s holdings in iShares S&P 500 Value ETF were worth $26,980,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. IFG Advisory LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 88.8% during the 3rd quarter. IFG Advisory LLC now owns 38,454 shares of the company’s stock worth $7,941,000 after buying an additional 18,087 shares during the period. Twin Focus Capital Partners LLC raised its holdings in iShares S&P 500 Value ETF by 134.4% in the 3rd quarter. Twin Focus Capital Partners LLC now owns 14,708 shares of the company’s stock valued at $3,037,000 after acquiring an additional 8,432 shares during the period. Diversified Portfolios Inc. lifted its position in iShares S&P 500 Value ETF by 2.0% during the third quarter. Diversified Portfolios Inc. now owns 7,225 shares of the company’s stock worth $1,492,000 after acquiring an additional 144 shares during the last quarter. American Wealth Advisors LLC acquired a new stake in iShares S&P 500 Value ETF during the third quarter worth approximately $11,568,000. Finally, JT Stratford LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 6.8% during the third quarter. JT Stratford LLC now owns 5,020 shares of the company’s stock worth $1,037,000 after acquiring an additional 319 shares during the period.

iShares S&P 500 Value ETF Trading Up 0.4%

iShares S&P 500 Value ETF stock opened at $220.76 on Thursday. The company has a market capitalization of $49.87 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $223.05. The stock’s 50 day moving average is $217.99 and its 200-day moving average is $211.08.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.