Trifecta Capital Advisors LLC Has $227,000 Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Trifecta Capital Advisors LLC lowered its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 54.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,187 shares of the company’s stock after selling 1,422 shares during the quarter. Trifecta Capital Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $227,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in the business. Kentucky Trust Co acquired a new position in iShares S&P 500 Value ETF during the 4th quarter worth about $29,000. Thurston Springer Miller Herd & Titak Inc. grew its stake 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 acquired a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at approximately $34,000. Valued Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at approximately $35,000. Finally, Perkins Coie Trust Co bought a new position in iShares S&P 500 Value ETF in the 4th quarter worth approximately $35,000.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $196.65 on Tuesday. The business’s fifty day moving average price is $194.13 and its two-hundred day moving average price is $196.02. The firm has a market capitalization of $35.87 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a 52 week low of $176.09 and a 52 week 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.