23,159 iShares S&P 500 Value ETF $IVE Shares Sold by Capstone Wealth Management Group LLC

Capstone Wealth Management Group LLC lessened its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 87.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,290 shares of the company’s stock after selling 23,159 shares during the period. Capstone Wealth Management Group LLC’s holdings in iShares S&P 500 Value ETF were worth $751,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. Bank of America Corp DE raised its position in shares of iShares S&P 500 Value ETF by 2.0% in the first quarter. Bank of America Corp DE now owns 9,457,775 shares of the company’s stock valued at $1,997,009,000 after buying an additional 182,358 shares in the last quarter. Lido Advisors LLC grew its position in iShares S&P 500 Value ETF by 5.8% during the third quarter. Lido Advisors LLC now owns 2,252,447 shares of the company’s stock worth $514,190,000 after buying an additional 122,809 shares in the last quarter. Park Avenue Securities LLC grew its position in iShares S&P 500 Value ETF by 0.3% during the third quarter. Park Avenue Securities LLC now owns 1,816,354 shares of the company’s stock worth $414,637,000 after buying an additional 5,323 shares in the last quarter. Royal Bank of Canada grew its position in iShares S&P 500 Value ETF by 3.6% during the first quarter. Royal Bank of Canada now owns 1,396,602 shares of the company’s stock worth $294,892,000 after buying an additional 48,869 shares in the last quarter. Finally, Cassaday & Co Wealth Management LLC increased its stake in iShares S&P 500 Value ETF by 3.8% during the 1st quarter. Cassaday & Co Wealth Management LLC now owns 1,197,963 shares of the company’s stock worth $252,950,000 after acquiring an additional 44,187 shares during the period.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $242.73 on Thursday. The stock’s fifty day moving average price is $235.14 and its two-hundred day moving average price is $227.05. iShares S&P 500 Value ETF has a one year low of $203.15 and a one year high of $244.72. The firm has a market cap of $51.73 billion, a PE ratio of 22.47 and a beta of 0.82.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.