iShares S&P 500 Value ETF $IVE Shares Sold by RFG Advisory LLC

RFG Advisory LLC trimmed its stake in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 27.2% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 9,579 shares of the company’s stock after selling 3,580 shares during the period. RFG Advisory LLC’s holdings in iShares S&P 500 Value ETF were worth $2,175,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Rockwood Wealth Management LLC lifted its stake in 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 worth $377,000 after acquiring an additional 47 shares in the last quarter. Rossby Financial LCC lifted its position in shares of iShares S&P 500 Value ETF by 6.6% during the fourth quarter. Rossby Financial LCC now owns 807 shares of the company’s stock worth $171,000 after purchasing an additional 50 shares in the last quarter. Smith Chas P & Associates PA Cpas boosted its stake in shares of iShares S&P 500 Value ETF by 3.2% in the fourth quarter. Smith Chas P & Associates PA Cpas now owns 1,697 shares of the company’s stock valued at $360,000 after purchasing an additional 52 shares during the period. Wealthgarden F.S. LLC boosted its stake in shares of iShares S&P 500 Value ETF by 0.9% in the first quarter. Wealthgarden F.S. LLC now owns 5,988 shares of the company’s stock valued at $1,264,000 after purchasing an additional 53 shares during the period. Finally, BTC Capital Management Inc. grew its holdings in shares of iShares S&P 500 Value ETF by 0.3% in the first quarter. BTC Capital Management Inc. now owns 19,094 shares of the company’s stock valued at $4,032,000 after purchasing an additional 57 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.3%

iShares S&P 500 Value ETF stock opened at $233.25 on Friday. iShares S&P 500 Value ETF has a twelve month low of $202.09 and a twelve month high of $239.93. The stock’s fifty day simple moving average is $234.13 and its 200-day simple moving average is $225.56. The firm has a market capitalization of $49.30 billion, a P/E ratio of 20.70 and a beta of 0.82.

iShares S&P 500 Value ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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