iShares S&P 500 Value ETF $IVE Stock: Ashton Thomas Private Wealth LLC Lowers Holdings

Ashton Thomas Private Wealth LLC trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.9% in the third quarter, HoldingsChannel reports. The institutional investor owned 91,361 shares of the company’s stock after selling 5,765 shares during the period. Ashton Thomas Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $20,856,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in IVE. Asset One Wealth Management LLC boosted its stake in iShares S&P 500 Value ETF by 2,783.0% during the third quarter. Asset One Wealth Management LLC now owns 25,543 shares of the company’s stock valued at $5,831,000 after buying an additional 24,657 shares during the period. International Assets Investment Management LLC grew its holdings in iShares S&P 500 Value ETF by 3.9% during the 3rd quarter. International Assets Investment Management LLC now owns 9,833 shares of the company’s stock worth $2,248,000 after acquiring an additional 367 shares in the last quarter. Calamos Wealth Management LLC increased its position in shares of iShares S&P 500 Value ETF by 1.5% in the 3rd quarter. Calamos Wealth Management LLC now owns 615,155 shares of the company’s stock valued at $140,428,000 after acquiring an additional 8,799 shares during the period. Horizon Wealth Management LLC boosted its position in iShares S&P 500 Value ETF by 4.8% during the third quarter. Horizon Wealth Management LLC now owns 85,930 shares of the company’s stock worth $19,616,000 after purchasing an additional 3,926 shares in the last quarter. Finally, Kestra Advisory Services LLC lifted its position in iShares S&P 500 Value ETF by 43.7% during the third quarter. Kestra Advisory Services LLC now owns 540,689 shares of the company’s stock worth $123,428,000 after buying an additional 164,404 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $235.53 on Friday. The firm’s 50 day moving average price is $234.86 and its 200 day moving average price is $226.68. iShares S&P 500 Value ETF has a 1 year low of $203.15 and a 1 year high of $244.72. The firm has a market cap of $50.06 billion, a P/E ratio of 22.47 and a beta of 0.82.

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. 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.