Sonata Capital Group Inc. Sells 3,463 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Sonata Capital Group Inc. cut its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 25.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,131 shares of the company’s stock after selling 3,463 shares during the period. iShares S&P 500 Value ETF comprises approximately 0.8% of Sonata Capital Group Inc.’s holdings, making the stock its 29th largest holding. Sonata Capital Group Inc.’s holdings in iShares S&P 500 Value ETF were worth $1,998,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Advocacy Wealth Management Services LLC grew its holdings in shares of iShares S&P 500 Value ETF by 2.9% during the third quarter. Advocacy Wealth Management Services LLC now owns 159,683 shares of the company’s stock worth $31,485,000 after purchasing an additional 4,562 shares during the last quarter. Summit Global Investments increased its position in iShares S&P 500 Value ETF by 266.0% in the 3rd quarter. Summit Global Investments now owns 4,256 shares of the company’s stock valued at $839,000 after acquiring an additional 3,093 shares in the last quarter. JB Capital LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.3% in the third quarter. JB Capital LLC now owns 304,279 shares of the company’s stock worth $59,995,000 after acquiring an additional 992 shares during the last quarter. Ascent Wealth Partners LLC lifted its position in shares of iShares S&P 500 Value ETF by 1.6% during the third quarter. Ascent Wealth Partners LLC now owns 16,917 shares of the company’s stock worth $3,336,000 after purchasing an additional 268 shares in the last quarter. Finally, Montecito Bank & Trust lifted its position in shares of iShares S&P 500 Value ETF by 3.5% during the third quarter. Montecito Bank & Trust now owns 6,281 shares of the company’s stock worth $1,238,000 after purchasing an additional 213 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.7 %

Shares of iShares S&P 500 Value ETF stock traded up $1.34 during midday trading on Friday, reaching $201.94. The company had a trading volume of 121,024 shares, compared to its average volume of 673,780. The stock has a fifty day simple moving average of $196.26 and a 200 day simple moving average of $188.73. iShares S&P 500 Value ETF has a 1-year low of $155.79 and a 1-year high of $202.04. The company has a market capitalization of $36.18 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.