Henrickson Nauta Wealth Advisors Inc. Has $1.27 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Henrickson Nauta Wealth Advisors Inc. lowered its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 6,972 shares of the company’s stock after selling 121 shares during the period. iShares S&P 500 Value ETF accounts for 0.5% of Henrickson Nauta Wealth Advisors Inc.’s portfolio, making the stock its 22nd largest position. Henrickson Nauta Wealth Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $1,269,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. D.A. Davidson & CO. grew its stake in shares of iShares S&P 500 Value ETF by 0.6% in the fourth quarter. D.A. Davidson & CO. now owns 18,017 shares of the company’s stock worth $3,133,000 after acquiring an additional 110 shares during the last quarter. Sachetta LLC acquired a new stake in iShares S&P 500 Value ETF in the 4th quarter worth $1,723,000. Watershed Private Wealth LLC increased its holdings in shares of iShares S&P 500 Value ETF by 3.4% during the 4th quarter. Watershed Private Wealth LLC now owns 39,034 shares of the company’s stock worth $6,787,000 after purchasing an additional 1,279 shares during the period. BKM Wealth Management LLC raised its position in shares of iShares S&P 500 Value ETF by 2.9% during the first quarter. BKM Wealth Management LLC now owns 63,882 shares of the company’s stock valued at $11,934,000 after buying an additional 1,802 shares during the last quarter. Finally, Focus Financial Network Inc. ADV acquired a new position in shares of iShares S&P 500 Value ETF during the fourth quarter valued at about $7,322,000.

iShares S&P 500 Value ETF Trading Up 0.9 %

IVE stock traded up $1.68 during trading on Friday, reaching $196.24. 311,342 shares of the stock were exchanged, compared to its average volume of 720,983. iShares S&P 500 Value ETF has a twelve month low of $147.23 and a twelve month high of $196.36. The company has a market capitalization of $35.16 billion, a P/E ratio of 23.79 and a beta of 0.81. The stock has a 50 day simple moving average of $187.09 and a 200-day simple moving average of $183.59.

iShares S&P 500 Value ETF 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.