iShares S&P 500 Value ETF $IVE Shares Sold by TRUE Private Wealth Advisors

TRUE Private Wealth Advisors trimmed its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 14.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,622 shares of the company’s stock after selling 1,944 shares during the period. TRUE Private Wealth Advisors’ holdings in iShares S&P 500 Value ETF were worth $2,271,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Copperleaf Capital LLC boosted its stake in iShares S&P 500 Value ETF by 4.3% in the second quarter. Copperleaf Capital LLC now owns 18,117 shares of the company’s stock valued at $3,540,000 after acquiring an additional 743 shares in the last quarter. Traub Capital Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth about $1,544,000. Perennial Investment Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 1.2% in the 2nd quarter. Perennial Investment Advisors LLC now owns 7,178 shares of the company’s stock valued at $1,403,000 after purchasing an additional 87 shares during the last quarter. Wescott Financial Advisory Group LLC boosted its position in shares of iShares S&P 500 Value ETF by 4.0% in the 2nd quarter. Wescott Financial Advisory Group LLC now owns 35,845 shares of the company’s stock valued at $7,005,000 after purchasing an additional 1,373 shares during the period. Finally, Semus Wealth Partners LLC boosted its position in shares of iShares S&P 500 Value ETF by 19.9% in the 2nd quarter. Semus Wealth Partners LLC now owns 4,619 shares of the company’s stock valued at $903,000 after purchasing an additional 768 shares during the period.

iShares S&P 500 Value ETF Stock Down 0.7%

IVE opened at $206.02 on Wednesday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $212.54. The business’s 50 day moving average is $206.95 and its two-hundred day moving average is $199.46. The firm has a market cap of $42.02 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

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.