Atria Wealth Solutions Inc. Reduces Stock Holdings in iShares S&P 500 Value ETF $IVE

Atria Wealth Solutions Inc. decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 46.8% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 131,284 shares of the company’s stock after selling 115,297 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 0.6% of Atria Wealth Solutions Inc.’s portfolio, making the stock its 23rd biggest position. Atria Wealth Solutions Inc.’s holdings in iShares S&P 500 Value ETF were worth $25,729,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVE. Cloud Capital Management LLC purchased a new stake in iShares S&P 500 Value ETF in the first quarter worth $27,000. Mowery & Schoenfeld Wealth Management LLC purchased a new stake in iShares S&P 500 Value ETF in the first quarter worth $29,000. Nemes Rush Group LLC lifted its position 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 valued at $33,000 after buying an additional 150 shares during the period. Flaharty Asset Management LLC purchased a new position in iShares S&P 500 Value ETF during the first quarter valued at $33,000. Finally, IMG Wealth Management Inc. purchased a new position in iShares S&P 500 Value ETF during the first quarter valued at $34,000.

iShares S&P 500 Value ETF Trading Down 2.2%

Shares of iShares S&P 500 Value ETF stock opened at $202.52 on Monday. The firm has a market capitalization of $40.93 billion, a P/E ratio of 20.70 and a beta of 0.94. The business has a fifty day simple moving average of $203.21 and a two-hundred day simple moving average of $194.01. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $209.12.

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.