Strategic Family Wealth Counselors L.L.C. decreased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 26.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,421 shares of the company’s stock after selling 520 shares during the period. Strategic Family Wealth Counselors L.L.C.’s holdings in iShares S&P 500 Value ETF were worth $280,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. International Assets Investment Management LLC grew its stake in shares of iShares S&P 500 Value ETF by 18,046.1% in the 3rd quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock valued at $262,938,000 after purchasing an additional 1,326,211 shares during the last quarter. Cetera Investment Advisers boosted its holdings in shares of iShares S&P 500 Value ETF by 905.6% in the first quarter. Cetera Investment Advisers now owns 1,410,516 shares of the company’s stock valued at $263,498,000 after acquiring an additional 1,270,256 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of iShares S&P 500 Value ETF by 5.1% during the first quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock worth $3,320,751,000 after acquiring an additional 861,704 shares during the period. Sanctuary Advisors LLC acquired a new position in iShares S&P 500 Value ETF during the 2nd quarter worth approximately $82,555,000. Finally, Envestnet Asset Management Inc. lifted its holdings in iShares S&P 500 Value ETF by 3.5% in the second quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock valued at $2,253,356,000 after acquiring an additional 420,007 shares during the period.
iShares S&P 500 Value ETF Stock Up 0.7 %
Shares of IVE traded up $1.34 during trading hours on Friday, reaching $201.94. 121,024 shares of the company traded hands, compared to its average volume of 673,780. The stock has a market capitalization of $36.18 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a fifty-two week low of $155.79 and a fifty-two week high of $202.04. The stock has a fifty day simple moving average of $196.26 and a 200 day simple moving average of $188.73.
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.
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