Security Financial Services INC. Has $28.23 Million Stake in iShares S&P 500 Value ETF $IVE

Security Financial Services INC. cut its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 133,708 shares of the company’s stock after selling 10,033 shares during the period. iShares S&P 500 Value ETF accounts for 4.5% of Security Financial Services INC.’s portfolio, making the stock its 3rd largest position. Security Financial Services INC. owned approximately 0.06% of iShares S&P 500 Value ETF worth $28,232,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its holdings in shares of iShares S&P 500 Value ETF by 96.6% in the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock valued at $47,492,000 after acquiring an additional 110,058 shares during the last quarter. FLP Wealth Management LLC lifted its stake in iShares S&P 500 Value ETF by 1,182.9% during the fourth quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock worth $5,082,000 after purchasing an additional 22,096 shares during the last quarter. Assetmark Inc. lifted its stake in iShares S&P 500 Value ETF by 30.3% during the fourth quarter. Assetmark Inc. now owns 22,567 shares of the company’s stock worth $4,786,000 after purchasing an additional 5,244 shares during the last quarter. Diversify Advisory Services LLC boosted its holdings in iShares S&P 500 Value ETF by 31.7% in the fourth quarter. Diversify Advisory Services LLC now owns 27,749 shares of the company’s stock worth $6,029,000 after purchasing an additional 6,675 shares during the period. Finally, Asset Dedication LLC boosted its holdings in iShares S&P 500 Value ETF by 20.7% in the fourth quarter. Asset Dedication LLC now owns 14,669 shares of the company’s stock worth $3,111,000 after purchasing an additional 2,516 shares during the period.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $231.71 on Friday. iShares S&P 500 Value ETF has a 1-year low of $193.90 and a 1-year high of $234.91. The firm has a fifty day moving average price of $228.83 and a two-hundred day moving average price of $221.90. The firm has a market cap of $48.98 billion, a price-to-earnings ratio of 20.70 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.