Ieq Capital LLC Has $15.13 Million Stake in iShares S&P 500 Value ETF $IVE

Ieq Capital LLC lowered its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 20.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 79,400 shares of the company’s stock after selling 20,507 shares during the period. Ieq Capital LLC’s holdings in iShares S&P 500 Value ETF were worth $15,132,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the stock. Envestnet Asset Management Inc. boosted its position in iShares S&P 500 Value ETF by 38.8% in the 1st quarter. Envestnet Asset Management Inc. now owns 18,643,646 shares of the company’s stock valued at $3,553,106,000 after buying an additional 5,207,877 shares during the last quarter. JPMorgan Chase & Co. lifted its position in iShares S&P 500 Value ETF by 5.5% in the 1st quarter. JPMorgan Chase & Co. now owns 17,776,163 shares of the company’s stock valued at $3,387,781,000 after acquiring an additional 922,557 shares in the last quarter. Sofi Wealth LLC increased its holdings in iShares S&P 500 Value ETF by 6,106.5% during the 1st quarter. Sofi Wealth LLC now owns 897,268 shares of the company’s stock worth $171,001,000 after purchasing an additional 882,811 shares in the last quarter. Liberty Wealth Management LLC boosted its position in shares of iShares S&P 500 Value ETF by 1,324.3% during the first quarter. Liberty Wealth Management LLC now owns 845,488 shares of the company’s stock worth $161,133,000 after buying an additional 786,127 shares during the period. Finally, Park Avenue Securities LLC grew its holdings in shares of iShares S&P 500 Value ETF by 53.1% during the first quarter. Park Avenue Securities LLC now owns 1,450,465 shares of the company’s stock worth $276,430,000 after buying an additional 502,776 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $203.68 on Thursday. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $206.63. The stock’s 50 day moving average price is $198.04 and its two-hundred day moving average price is $191.51. The stock has a market capitalization of $40.89 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94.

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.