Integrated Wealth Concepts LLC lessened its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 107,748 shares of the company’s stock after selling 5,902 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in iShares S&P 500 Value ETF were worth $21,245,000 at the end of the most recent quarter.
A number of other large investors have also made changes to their positions in the stock. Northwest Investment Counselors LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the 3rd quarter worth about $31,000. Valued Wealth Advisors LLC acquired a new position in iShares S&P 500 Value ETF during the third quarter valued at approximately $35,000. Colony Family Offices LLC lifted its position in iShares S&P 500 Value ETF by 77.3% during the third quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock valued at $54,000 after buying an additional 119 shares in the last quarter. Addison Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 50.0% during the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock valued at $51,000 after purchasing an additional 93 shares during the period. Finally, TruNorth Capital Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the second quarter valued at approximately $65,000.
iShares S&P 500 Value ETF Trading Down 0.7 %
Shares of NYSEARCA:IVE opened at $204.73 on Tuesday. iShares S&P 500 Value ETF has a 12-month low of $165.15 and a 12-month high of $206.63. The company has a fifty day simple moving average of $199.12 and a 200 day simple moving average of $191.40. The firm has a market cap of $36.68 billion, a PE ratio of 23.79 and a beta of 0.81.
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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