Annex Advisory Services LLC Lowers Stake in iShares S&P 500 Value ETF $IVE

Annex Advisory Services LLC reduced its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.8% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,431 shares of the company’s stock after selling 88 shares during the period. Annex Advisory Services LLC’s holdings in iShares S&P 500 Value ETF were worth $280,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. CX Institutional grew its position in iShares S&P 500 Value ETF by 16.7% during the 2nd quarter. CX Institutional now owns 328,571 shares of the company’s stock worth $64,209,000 after purchasing an additional 46,928 shares during the last quarter. My Legacy Advisors LLC grew its position in iShares S&P 500 Value ETF by 12.2% during the 2nd quarter. My Legacy Advisors LLC now owns 18,579 shares of the company’s stock worth $3,695,000 after purchasing an additional 2,014 shares during the last quarter. Lantz Financial LLC grew its position in iShares S&P 500 Value ETF by 18.8% during the 2nd quarter. Lantz Financial LLC now owns 24,616 shares of the company’s stock worth $4,811,000 after purchasing an additional 3,898 shares during the last quarter. Diversified Trust Co grew its position in iShares S&P 500 Value ETF by 5.5% during the 2nd quarter. Diversified Trust Co now owns 18,698 shares of the company’s stock worth $3,654,000 after purchasing an additional 979 shares during the last quarter. Finally, Kapstone Financial Advisors LLC purchased a new position in iShares S&P 500 Value ETF during the 2nd quarter worth $269,000.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $204.98 on Tuesday. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $206.63. The company has a market capitalization of $41.15 billion, a P/E ratio of 20.70 and a beta of 0.94. The company’s fifty day moving average is $200.93 and its two-hundred day moving average is $192.41.

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.