Lion Street Advisors LLC Sells 3,817 Shares of iShares S&P 500 Value ETF $IVE

Lion Street Advisors LLC cut its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 71.4% during the third quarter, Holdings Channel reports. The institutional investor owned 1,532 shares of the company’s stock after selling 3,817 shares during the quarter. Lion Street Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $316,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. AMG National Trust Bank grew its holdings in shares of iShares S&P 500 Value ETF by 1.0% during the 3rd quarter. AMG National Trust Bank now owns 6,472 shares of the company’s stock worth $1,337,000 after purchasing an additional 67 shares in the last quarter. Fortis Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 5.7% in the third quarter. Fortis Advisors LLC now owns 1,129 shares of the company’s stock valued at $233,000 after purchasing an additional 61 shares in the last quarter. Amara Financial LLC. lifted its position in iShares S&P 500 Value ETF by 152.5% in the third quarter. Amara Financial LLC. now owns 7,445 shares of the company’s stock worth $1,537,000 after purchasing an additional 4,496 shares during the period. Clear Creek Financial Management LLC lifted its position in iShares S&P 500 Value ETF by 0.9% in the third quarter. Clear Creek Financial Management LLC now owns 12,036 shares of the company’s stock worth $2,486,000 after purchasing an additional 112 shares during the period. Finally, Wealth Alliance LLC boosted its stake in iShares S&P 500 Value ETF by 27.8% during the third quarter. Wealth Alliance LLC now owns 130,524 shares of the company’s stock worth $26,955,000 after buying an additional 28,385 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $221.19 on Friday. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $223.05. The firm has a market capitalization of $49.97 billion, a PE ratio of 20.70 and a beta of 0.89. The company’s fifty day moving average price is $216.60 and its two-hundred day moving average price is $209.88.

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. 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.