iShares S&P 500 Value ETF (NYSEARCA:IVE) Holdings Trimmed by Lutz Financial Services LLC

Lutz Financial Services LLC lowered its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 118,224 shares of the company’s stock after selling 200 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 1.8% of Lutz Financial Services LLC’s investment portfolio, making the stock its 14th largest position. Lutz Financial Services LLC owned approximately 0.07% of iShares S&P 500 Value ETF worth $22,567,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Kentucky Trust Co purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $29,000. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 100.0% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after purchasing an additional 76 shares during the last quarter. Centricity Wealth Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $34,000. Valued Wealth Advisors LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the third quarter valued at $35,000. Finally, Perkins Coie Trust Co purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter valued at $35,000.

iShares S&P 500 Value ETF Trading Down 1.0 %

Shares of iShares S&P 500 Value ETF stock opened at $196.39 on Friday. The stock has a 50-day moving average price of $194.14 and a 200 day moving average price of $195.85. The company has a market cap of $35.82 billion, a P/E ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a 1 year low of $176.09 and a 1 year 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.