BridgePort Financial Solutions LLC cut its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 27.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,730 shares of the company’s stock after selling 4,105 shares during the quarter. iShares S&P 500 Value ETF accounts for 0.6% of BridgePort Financial Solutions LLC’s holdings, making the stock its 29th biggest position. BridgePort Financial Solutions LLC’s holdings in iShares S&P 500 Value ETF were worth $2,436,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds have also modified their holdings of IVE. Rockwood Wealth Management LLC raised its position in iShares S&P 500 Value ETF by 2.7% in the 1st quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock valued at $377,000 after buying an additional 47 shares during the last quarter. Patten & Patten Inc. TN boosted its position in iShares S&P 500 Value ETF by 4.8% during the 4th quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock worth $222,000 after acquiring an additional 48 shares during the last quarter. Flagship Private Wealth LLC grew its stake in shares of 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 worth $901,000 after acquiring an additional 48 shares in the last quarter. Stegner Investment Associates Inc. grew its stake in shares of iShares S&P 500 Value ETF by 0.3% during the 4th 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 in the last quarter. Finally, Rossby Financial LCC raised its holdings in shares of iShares S&P 500 Value ETF by 6.6% in the fourth quarter. Rossby Financial LCC now owns 807 shares of the company’s stock valued at $171,000 after purchasing an additional 50 shares during the last quarter.
iShares S&P 500 Value ETF Trading Up 0.0%
iShares S&P 500 Value ETF stock opened at $238.09 on Friday. iShares S&P 500 Value ETF has a 1-year low of $200.52 and a 1-year high of $238.37. The company has a fifty day simple moving average of $230.47 and a 200 day simple moving average of $223.25. The company has a market cap of $50.32 billion, a P/E 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.
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