Diversify Advisory Services LLC trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 7.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,252 shares of the company’s stock after selling 902 shares during the quarter. Diversify Advisory Services LLC’s holdings in iShares S&P 500 Value ETF were worth $2,117,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVE. Thurston Springer Miller Herd & Titak Inc. boosted its holdings 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 worth $29,000 after buying an additional 76 shares during the period. Northwest Investment Counselors LLC bought a new position in iShares S&P 500 Value ETF in the 3rd quarter worth approximately $31,000. Valued Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF during the 3rd quarter valued at approximately $35,000. Perkins Coie Trust Co bought a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter valued at approximately $35,000. Finally, Copley Financial Group Inc. purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter worth $36,000.
iShares S&P 500 Value ETF Stock Up 0.7 %
Shares of iShares S&P 500 Value ETF stock opened at $194.09 on Monday. iShares S&P 500 Value ETF has a twelve month low of $170.13 and a twelve month high of $206.63. The business has a 50-day moving average price of $196.93 and a 200-day moving average price of $194.15. The firm has a market cap of $34.77 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.
About iShares S&P 500 Value ETF
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.
Featured Stories
- Five stocks we like better than iShares S&P 500 Value ETF
- How to Choose Top Rated Stocks
- Earn High Dividends With 2 Top REITs Set to Perform in 2025
- Utilities Stocks Explained – How and Why to Invest in Utilities
- Oilfield Leader SLB: An AI Name You Need to Know
- Special Purpose Acquisition Company (SPAC) What You Need to Know
- Top ETFs That Beat the Market in 2024 and Could Do It Again
Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report).
Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.