iShares S&P 500 Value ETF $IVE Stock Holdings Reduced by LVZ Inc.

LVZ Inc. lowered its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 592,080 shares of the company’s stock after selling 3,246 shares during the period. iShares S&P 500 Value ETF comprises 14.0% of LVZ Inc.’s portfolio, making the stock its 2nd largest holding. LVZ Inc. owned 0.26% of iShares S&P 500 Value ETF worth $125,562,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. REAP Financial Group LLC boosted its holdings in iShares S&P 500 Value ETF by 9.7% during the third quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock worth $112,000 after buying an additional 48 shares in the last quarter. Bernardo Wealth Planning LLC raised its position in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after acquiring an additional 49 shares during the last quarter. Stegner Investment Associates Inc. raised its position in iShares S&P 500 Value ETF by 0.3% during the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock worth $3,457,000 after acquiring an additional 49 shares during the last quarter. Mainstream Capital Management LLC raised its position in iShares S&P 500 Value ETF by 4.7% during the fourth quarter. Mainstream Capital Management LLC now owns 1,164 shares of the company’s stock worth $247,000 after acquiring an additional 52 shares during the last quarter. Finally, Rossby Financial LCC raised its position in iShares S&P 500 Value ETF by 7.5% during the third quarter. Rossby Financial LCC now owns 757 shares of the company’s stock worth $157,000 after acquiring an additional 53 shares during the last quarter.

iShares S&P 500 Value ETF Trading Down 0.1%

Shares of IVE opened at $223.51 on Friday. The stock has a market cap of $49.35 billion, a P/E ratio of 20.70 and a beta of 0.83. The company has a 50-day moving average of $216.09 and a two-hundred day moving average of $214.08. iShares S&P 500 Value ETF has a 12-month low of $183.05 and a 12-month high of $225.26.

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.