Bartlett & CO. Wealth Management LLC Has $4.59 Million Position in iShares S&P 500 Value ETF $IVE

Bartlett & CO. Wealth Management LLC lessened its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 23,497 shares of the company’s stock after selling 204 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $4,592,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IVE. Cloud Capital Management LLC acquired a new position in iShares S&P 500 Value ETF in the first quarter valued at $27,000. Mowery & Schoenfeld Wealth Management LLC bought a new position in shares of iShares S&P 500 Value ETF in the 1st quarter worth about $29,000. Nemes Rush Group LLC lifted its stake in shares of iShares S&P 500 Value ETF by 625.0% in the 1st quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $33,000 after purchasing an additional 150 shares during the period. Flaharty Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF during the 1st quarter valued at about $33,000. Finally, IMG Wealth Management Inc. acquired a new stake in iShares S&P 500 Value ETF during the first quarter worth approximately $34,000.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $207.03 on Thursday. The firm has a market cap of $41.56 billion, a PE ratio of 20.70 and a beta of 0.94. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $207.24. The business’s 50 day moving average price is $202.02 and its two-hundred day moving average price is $193.19.

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.