Cliftonlarsonallen Wealth Advisors LLC trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 635,819 shares of the company’s stock after selling 25,527 shares during the period. iShares S&P 500 Value ETF makes up about 2.4% of Cliftonlarsonallen Wealth Advisors LLC’s investment portfolio, making the stock its 11th largest holding. Cliftonlarsonallen Wealth Advisors LLC owned 0.35% of iShares S&P 500 Value ETF worth $121,365,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. boosted its position in shares of iShares S&P 500 Value ETF by 100.0% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after buying an additional 76 shares during the last quarter. Northwest Investment Counselors LLC bought a new position in iShares S&P 500 Value ETF during the 3rd quarter valued at about $31,000. Valued Wealth Advisors LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at about $35,000. Copley Financial Group Inc. bought a new stake in shares of iShares S&P 500 Value ETF in the third quarter worth approximately $36,000. Finally, Hobbs Group Advisors LLC purchased a new position in shares of iShares S&P 500 Value ETF during the third quarter valued at approximately $40,000.
iShares S&P 500 Value ETF Stock Up 1.5 %
Shares of iShares S&P 500 Value ETF stock traded up $2.77 during trading hours on Wednesday, reaching $193.07. 24,313 shares of the stock traded hands, compared to its average volume of 835,422. The firm has a market capitalization of $34.59 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The company has a 50 day moving average price of $197.41 and a 200 day moving average price of $193.90. iShares S&P 500 Value ETF has a one year low of $170.13 and a one year high of $206.63.
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.
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