iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Phillips Financial Management LLC

Phillips Financial Management LLC lowered its position in iShares S&P 500 Value ETF (NYSEARCA:IVEGet Rating) by 2.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 355,877 shares of the company’s stock after selling 8,458 shares during the period. iShares S&P 500 Value ETF comprises approximately 5.0% of Phillips Financial Management LLC’s holdings, making the stock its 3rd largest position. Phillips Financial Management LLC owned about 0.21% of iShares S&P 500 Value ETF worth $45,737,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. ERTS Wealth Advisors LLC lifted its position in iShares S&P 500 Value ETF by 10.1% in the third quarter. ERTS Wealth Advisors LLC now owns 18,017 shares of the company’s stock valued at $2,316,000 after purchasing an additional 1,653 shares during the period. Prime Capital Investment Advisors LLC increased its holdings in iShares S&P 500 Value ETF by 14.4% in the third quarter. Prime Capital Investment Advisors LLC now owns 2,242 shares of the company’s stock valued at $288,000 after buying an additional 282 shares in the last quarter. Lpwm LLC increased its holdings in iShares S&P 500 Value ETF by 1.7% in the third quarter. Lpwm LLC now owns 244,307 shares of the company’s stock valued at $31,398,000 after buying an additional 4,040 shares in the last quarter. TBH Global Asset Management LLC increased its holdings in iShares S&P 500 Value ETF by 6.3% in the third quarter. TBH Global Asset Management LLC now owns 6,763 shares of the company’s stock valued at $869,000 after buying an additional 400 shares in the last quarter. Finally, Buckingham Strategic Wealth LLC increased its holdings in iShares S&P 500 Value ETF by 4.1% in the third quarter. Buckingham Strategic Wealth LLC now owns 50,291 shares of the company’s stock valued at $6,463,000 after buying an additional 1,975 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.4 %

iShares S&P 500 Value ETF stock traded down $0.63 during mid-day trading on Wednesday, reaching $154.55. The company had a trading volume of 113,161 shares, compared to its average volume of 1,019,055. iShares S&P 500 Value ETF has a 1 year low of $127.33 and a 1 year high of $159.80. The stock’s 50-day simple moving average is $148.89 and its 200-day simple moving average is $143.94.

iShares S&P 500 Value ETF Profile

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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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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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