Evermay Wealth Management LLC Sells 77 Shares of iShares S&P 500 Value ETF $IVE

Evermay Wealth Management LLC decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.2% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,740 shares of the company’s stock after selling 77 shares during the quarter. Evermay Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $340,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in the business. Cloud Capital Management LLC acquired a new stake in iShares S&P 500 Value ETF during the first quarter valued at approximately $27,000. Mowery & Schoenfeld Wealth Management LLC bought a new position in shares of iShares S&P 500 Value ETF during the 1st quarter worth approximately $29,000. Harbor Asset Planning Inc. bought a new stake in iShares S&P 500 Value ETF in the second quarter valued at $30,000. Nemes Rush Group LLC raised its stake in iShares S&P 500 Value ETF by 625.0% during the first quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock worth $33,000 after acquiring an additional 150 shares in the last quarter. Finally, Flaharty Asset Management LLC bought a new position in shares of iShares S&P 500 Value ETF during the first quarter valued at $33,000.

iShares S&P 500 Value ETF Stock Performance

IVE opened at $206.01 on Monday. The firm has a market cap of $41.66 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94. The firm’s 50-day simple moving average is $204.05 and its 200-day simple moving average is $194.59. iShares S&P 500 Value ETF has a twelve month low of $165.45 and a twelve month high of $209.12.

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.