iShares S&P 500 Value ETF $IVE Shares Sold by Bogart Wealth LLC

Bogart Wealth LLC lessened its stake in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 50.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 963 shares of the company’s stock after selling 979 shares during the period. Bogart Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $188,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in IVE. Realta Investment Advisors boosted its holdings in iShares S&P 500 Value ETF by 4.4% during the first quarter. Realta Investment Advisors now owns 1,380 shares of the company’s stock worth $263,000 after buying an additional 58 shares in the last quarter. Graney & King LLC raised its position in shares of iShares S&P 500 Value ETF by 22.5% in the first quarter. Graney & King LLC now owns 316 shares of the company’s stock worth $60,000 after acquiring an additional 58 shares during the period. Harbor Investment Advisory LLC boosted its stake in shares of iShares S&P 500 Value ETF by 0.3% during the 2nd quarter. Harbor Investment Advisory LLC now owns 20,113 shares of the company’s stock worth $3,930,000 after acquiring an additional 59 shares in the last quarter. Country Club Bank grew its position in shares of iShares S&P 500 Value ETF by 1.1% during the 1st quarter. Country Club Bank now owns 5,723 shares of the company’s stock valued at $1,080,000 after acquiring an additional 60 shares during the period. Finally, Confluence Wealth Services Inc. grew its position in shares of iShares S&P 500 Value ETF by 2.5% during the 1st quarter. Confluence Wealth Services Inc. now owns 2,555 shares of the company’s stock valued at $459,000 after acquiring an additional 62 shares during the period.

iShares S&P 500 Value ETF Trading Up 1.2%

NYSEARCA IVE opened at $208.42 on Tuesday. The stock has a market capitalization of $42.14 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94. The stock has a 50-day moving average of $204.25 and a 200 day moving average of $194.84. iShares S&P 500 Value ETF has a twelve month low of $165.45 and a twelve month high of $209.12.

iShares S&P 500 Value ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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