ONE Advisory Partners LLC Has $17.36 Million Stock Position in iShares S&P 500 Value ETF $IVE

ONE Advisory Partners LLC trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 18.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 76,462 shares of the company’s stock after selling 17,071 shares during the period. iShares S&P 500 Value ETF makes up approximately 4.7% of ONE Advisory Partners LLC’s holdings, making the stock its 7th largest position. ONE Advisory Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $17,362,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. High Point Wealth Management LLC boosted its position in shares of iShares S&P 500 Value ETF by 3.4% in the 2nd quarter. High Point Wealth Management LLC now owns 10,047 shares of the company’s stock worth $2,281,000 after purchasing an additional 332 shares in the last quarter. Interchange Capital Partners LLC increased its position in iShares S&P 500 Value ETF by 21.8% during the 2nd quarter. Interchange Capital Partners LLC now owns 14,041 shares of the company’s stock valued at $3,188,000 after buying an additional 2,515 shares in the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in iShares S&P 500 Value ETF by 11.5% during the 2nd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 174,363 shares of the company’s stock valued at $39,591,000 after buying an additional 18,043 shares in the last quarter. Thomasville National Bank purchased a new position in iShares S&P 500 Value ETF during the second quarter valued at $908,000. Finally, Arcadia Wealth Management LLC raised its stake in iShares S&P 500 Value ETF by 57.5% during the second quarter. Arcadia Wealth Management LLC now owns 7,552 shares of the company’s stock valued at $1,715,000 after buying an additional 2,757 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 0.1%

iShares S&P 500 Value ETF stock opened at $236.60 on Thursday. The business’s fifty day simple moving average is $230.07 and its two-hundred day simple moving average is $222.99. iShares S&P 500 Value ETF has a 12 month low of $200.52 and a 12 month high of $236.97. The company has a market capitalization of $50.01 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.

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. 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.