iShares S&P 500 Value ETF $IVE Shares Sold by TD Private Client Wealth LLC

TD Private Client Wealth LLC lowered its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 89,749 shares of the company’s stock after selling 6,312 shares during the quarter. TD Private Client Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $19,033,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. REAP Financial Group LLC lifted its holdings in iShares S&P 500 Value ETF by 9.7% in the third quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock worth $112,000 after purchasing an additional 48 shares during the period. Flagship Private Wealth LLC lifted its holdings in iShares S&P 500 Value ETF by 1.1% in the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock worth $901,000 after purchasing an additional 48 shares during the period. Patten & Patten Inc. TN increased its stake in shares of iShares S&P 500 Value ETF by 4.8% during the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after acquiring an additional 48 shares during the period. Bernardo Wealth Planning LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after acquiring an additional 49 shares during the period. Finally, Stegner Investment Associates Inc. increased its stake in shares of iShares S&P 500 Value ETF by 0.3% during the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after acquiring an additional 49 shares during the period.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $223.45 on Monday. iShares S&P 500 Value ETF has a 12 month low of $185.34 and a 12 month high of $225.90. The firm has a market capitalization of $49.34 billion, a PE ratio of 20.70 and a beta of 0.83. The company’s 50 day simple moving average is $216.67 and its 200 day simple moving average is $215.24.

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.