KMG Fiduciary Partners LLC Has $305,000 Stock Holdings in iShares S&P 500 Value ETF $IVE

KMG Fiduciary Partners LLC cut its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 96.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,343 shares of the company’s stock after selling 34,490 shares during the quarter. KMG Fiduciary Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $305,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Rockwood Wealth Management LLC raised its holdings in shares of iShares S&P 500 Value ETF by 2.7% during the 1st quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock valued at $377,000 after purchasing an additional 47 shares in the last quarter. Flagship Private Wealth LLC boosted its stake in iShares S&P 500 Value ETF by 1.1% during the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after purchasing an additional 48 shares during the period. Patten & Patten Inc. TN boosted its position in shares of iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after acquiring an additional 48 shares during the period. Bernardo Wealth Planning LLC boosted its holdings in iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after purchasing an additional 49 shares during the period. Finally, Stegner Investment Associates Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 0.3% in the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after buying an additional 49 shares during the period.

iShares S&P 500 Value ETF Trading Up 0.0%

Shares of NYSEARCA:IVE opened at $236.37 on Wednesday. iShares S&P 500 Value ETF has a 1-year low of $198.90 and a 1-year high of $236.97. The business’s 50 day moving average is $229.88 and its 200-day moving average is $222.85. The firm has a market capitalization of $49.96 billion, a PE ratio of 20.70 and a beta of 0.82.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.