Charles Schwab Investment Management Inc. Has $71.02 Million Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Charles Schwab Investment Management Inc. lowered its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 27.0% during the third quarter, according to its most recent filing with the SEC. The firm owned 360,211 shares of the company’s stock after selling 132,941 shares during the period. Charles Schwab Investment Management Inc. owned 0.20% of iShares S&P 500 Value ETF worth $71,023,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Northwest Investment Counselors LLC bought a new stake in iShares S&P 500 Value ETF in the third quarter worth approximately $31,000. Valued Wealth Advisors LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at $35,000. Addison Advisors LLC boosted its stake in iShares S&P 500 Value ETF by 50.0% during the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after acquiring an additional 93 shares in the last quarter. Colony Family Offices LLC grew its holdings in iShares S&P 500 Value ETF by 77.3% in the third quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock worth $54,000 after purchasing an additional 119 shares during the period. Finally, TruNorth Capital Management LLC bought a new stake in iShares S&P 500 Value ETF in the second quarter valued at $65,000.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $205.50 on Friday. The company’s 50-day moving average is $198.77 and its 200-day moving average is $191.04. The stock has a market capitalization of $36.82 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1 year low of $163.68 and a 1 year high of $206.47.

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.