iShares S&P 500 Value ETF $IVE Shares Sold by Midland Wealth Advisors LLC

Midland Wealth Advisors LLC decreased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,794 shares of the company’s stock after selling 554 shares during the quarter. Midland Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $1,328,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in iShares S&P 500 Value ETF by 0.8% in the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after buying an additional 112 shares during the period. Cerity Partners LLC boosted its stake in iShares S&P 500 Value ETF by 4.1% during the first quarter. Cerity Partners LLC now owns 80,578 shares of the company’s stock worth $15,357,000 after buying an additional 3,187 shares during the period. Realta Investment Advisors increased its position in shares of iShares S&P 500 Value ETF by 4.4% during the first quarter. Realta Investment Advisors now owns 1,380 shares of the company’s stock valued at $263,000 after acquiring an additional 58 shares during the last quarter. Schechter Investment Advisors LLC increased its position in shares of iShares S&P 500 Value ETF by 1.8% during the first quarter. Schechter Investment Advisors LLC now owns 17,081 shares of the company’s stock valued at $3,255,000 after acquiring an additional 304 shares during the last quarter. Finally, Stephens Inc. AR raised its stake in shares of iShares S&P 500 Value ETF by 1.1% in the 1st quarter. Stephens Inc. AR now owns 9,820 shares of the company’s stock valued at $1,871,000 after acquiring an additional 110 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $207.90 on Monday. The firm has a market cap of $42.40 billion, a P/E ratio of 20.70 and a beta of 0.89. The firm’s 50 day moving average price is $206.07 and its 200-day moving average price is $198.17. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $211.83.

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.