Lee Financial Co Sells 215 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Lee Financial Co decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 9,500 shares of the company’s stock after selling 215 shares during the period. Lee Financial Co’s holdings in iShares S&P 500 Value ETF were worth $1,813,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in IVE. Chesapeake Wealth Management grew its stake in iShares S&P 500 Value ETF by 3.8% in the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after purchasing an additional 50 shares during the period. West Coast Financial LLC grew its position in shares of iShares S&P 500 Value ETF by 0.3% in the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after buying an additional 53 shares during the period. SWP Financial LLC grew its position in shares of iShares S&P 500 Value ETF by 0.4% in the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after buying an additional 54 shares during the period. GDS Wealth Management increased its stake in shares of iShares S&P 500 Value ETF by 3.3% in the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after acquiring an additional 56 shares in the last quarter. Finally, Roble Belko & Company Inc lifted its position in iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock valued at $2,145,000 after acquiring an additional 57 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $196.62 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $175.71 and a fifty-two week high of $206.63. The firm’s 50-day simple moving average is $194.31 and its two-hundred day simple moving average is $195.46. The stock has a market cap of $35.22 billion, a PE ratio of 23.79 and a beta of 0.81.

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.