Trustmark National Bank Trust Department lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 0.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 73,181 shares of the company’s stock after acquiring an additional 315 shares during the period. iShares S&P 500 Value ETF makes up approximately 1.0% of Trustmark National Bank Trust Department’s holdings, making the stock its 22nd biggest holding. Trustmark National Bank Trust Department’s holdings in iShares S&P 500 Value ETF were worth $13,969,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently bought and sold shares of IVE. West Coast Financial LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.3% in the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after buying an additional 53 shares during the period. SWP Financial LLC grew its stake in iShares S&P 500 Value ETF by 0.4% in the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after acquiring an additional 54 shares during the period. Roble Belko & Company Inc increased its holdings in shares of iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after acquiring an additional 57 shares in the last quarter. Family Firm Inc. raised its position in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock worth $1,998,000 after purchasing an additional 57 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of iShares S&P 500 Value ETF by 1.6% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,788 shares of the company’s stock valued at $723,000 after purchasing an additional 59 shares in the last quarter.
iShares S&P 500 Value ETF Stock Performance
Shares of IVE opened at $178.31 on Monday. The firm has a market capitalization of $35.00 billion, a PE ratio of 20.32 and a beta of 0.88. The stock has a 50 day simple moving average of $190.08 and a 200 day simple moving average of $194.62. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $206.63.
About iShares S&P 500 Value ETF
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.
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