iShares S&P 500 Value ETF $IVE Shares Sold by Wealthspire Advisors LLC

Wealthspire Advisors LLC trimmed its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 15.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 62,742 shares of the company’s stock after selling 11,610 shares during the period. Wealthspire Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $12,261,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Harbor Asset Planning Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter worth about $30,000. Nemes Rush Group LLC increased its stake in iShares S&P 500 Value ETF by 625.0% during the 1st quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock worth $33,000 after buying an additional 150 shares in the last quarter. Flaharty Asset Management LLC purchased a new stake in iShares S&P 500 Value ETF during the 1st quarter worth approximately $33,000. Ryan Investment Management Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the second quarter valued at approximately $36,000. Finally, Atwood & Palmer Inc. purchased a new position in shares of iShares S&P 500 Value ETF in the second quarter valued at approximately $38,000.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA:IVE opened at $206.51 on Wednesday. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $212.54. The firm has a market capitalization of $42.12 billion, a PE ratio of 20.70 and a beta of 0.89. The business’s 50 day moving average price is $206.95 and its 200-day moving average price is $199.46.

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.