Mason & Associates LLC Trims Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Mason & Associates LLC lessened its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,678 shares of the company’s stock after selling 85 shares during the period. iShares S&P 500 Value ETF comprises approximately 0.4% of Mason & Associates LLC’s holdings, making the stock its 16th biggest position. Mason & Associates LLC’s holdings in iShares S&P 500 Value ETF were worth $1,466,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in IVE. Retirement Wealth Solutions LLC purchased a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth $914,000. Sax Wealth Advisors LLC raised its holdings in iShares S&P 500 Value ETF by 25.1% in the 4th quarter. Sax Wealth Advisors LLC now owns 28,478 shares of the company’s stock worth $5,436,000 after purchasing an additional 5,713 shares during the period. Merit Financial Group LLC lifted its position in iShares S&P 500 Value ETF by 122.6% during the fourth quarter. Merit Financial Group LLC now owns 74,384 shares of the company’s stock valued at $14,198,000 after purchasing an additional 40,970 shares in the last quarter. Everpar Advisors LLC grew its holdings in iShares S&P 500 Value ETF by 4.9% during the fourth quarter. Everpar Advisors LLC now owns 1,631 shares of the company’s stock valued at $311,000 after purchasing an additional 76 shares during the period. Finally, Tompkins Financial Corp increased its position in iShares S&P 500 Value ETF by 11.2% in the fourth quarter. Tompkins Financial Corp now owns 804 shares of the company’s stock worth $153,000 after buying an additional 81 shares in the last quarter.

iShares S&P 500 Value ETF Stock Up 0.7 %

IVE stock opened at $194.09 on Friday. The business’s 50-day moving average price is $196.93 and its 200-day moving average price is $193.97. The stock has a market cap of $34.77 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a twelve month low of $170.13 and a twelve month high of $206.63.

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.