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

JFS Wealth Advisors LLC lowered its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 129,631 shares of the company’s stock after selling 813 shares during the period. iShares S&P 500 Value ETF makes up about 1.6% of JFS Wealth Advisors LLC’s investment portfolio, making the stock its 16th biggest position. JFS Wealth Advisors LLC owned approximately 0.06% of iShares S&P 500 Value ETF worth $25,333,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of IVE. Cloud Capital Management LLC purchased a new stake in iShares S&P 500 Value ETF in the 1st quarter valued at approximately $27,000. Mowery & Schoenfeld Wealth Management LLC purchased a new stake in iShares S&P 500 Value ETF in the 1st quarter valued at approximately $29,000. Nemes Rush Group LLC lifted its stake in iShares S&P 500 Value ETF by 625.0% in the 1st quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $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 in the 1st quarter valued at approximately $33,000. Finally, IMG Wealth Management Inc. purchased a new stake in iShares S&P 500 Value ETF in the 1st quarter valued at approximately $34,000.

iShares S&P 500 Value ETF Stock Performance

IVE stock opened at $202.52 on Friday. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $209.12. The stock’s 50 day moving average price is $203.21 and its 200 day moving average price is $193.98. The firm has a market cap of $40.93 billion, a P/E ratio of 20.70 and a beta of 0.94.

About iShares S&P 500 Value ETF

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.