AMG National Trust Bank Cuts Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

AMG National Trust Bank trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,591 shares of the company’s stock after selling 295 shares during the period. AMG National Trust Bank’s holdings in iShares S&P 500 Value ETF were worth $1,830,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Evergreen Private Wealth LLC increased its position in iShares S&P 500 Value ETF by 3.0% during the 4th quarter. Evergreen Private Wealth LLC now owns 3,134 shares of the company’s stock worth $598,000 after purchasing an additional 91 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its position in iShares S&P 500 Value ETF by 11.4% in the fourth quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 8,591 shares of the company’s stock worth $1,640,000 after acquiring an additional 876 shares in the last quarter. Ashton Thomas Private Wealth LLC lifted its holdings in iShares S&P 500 Value ETF by 48.1% in the fourth quarter. Ashton Thomas Private Wealth LLC now owns 34,537 shares of the company’s stock valued at $6,592,000 after acquiring an additional 11,219 shares during the period. Strategic Family Wealth Counselors L.L.C. lifted its holdings in iShares S&P 500 Value ETF by 54.3% in the fourth quarter. Strategic Family Wealth Counselors L.L.C. now owns 2,192 shares of the company’s stock valued at $418,000 after acquiring an additional 771 shares during the period. Finally, Callan Family Office LLC boosted its position in shares of iShares S&P 500 Value ETF by 12.0% during the 4th quarter. Callan Family Office LLC now owns 102,346 shares of the company’s stock worth $19,536,000 after purchasing an additional 10,940 shares in the last quarter.

iShares S&P 500 Value ETF Stock Up 0.8 %

Shares of IVE opened at $194.14 on Friday. The company has a market capitalization of $35.41 billion, a PE ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a 52-week low of $176.09 and a 52-week high of $206.63. The company has a 50-day simple moving average of $194.52 and a 200-day simple moving average of $196.32.

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.