iShares S&P 500 Value ETF (NYSEARCA:IVE) Stake Trimmed by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,389 shares of the company’s stock after selling 967 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $5,006,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in IVE. Fisher Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at approximately $251,000. &PARTNERS bought a new position in shares of iShares S&P 500 Value ETF in the first quarter valued at about $339,000. International Assets Investment Management LLC grew its holdings in iShares S&P 500 Value ETF by 10.8% during the 1st quarter. International Assets Investment Management LLC now owns 7,128 shares of the company’s stock worth $1,323,000 after acquiring an additional 692 shares during the last quarter. Cooper Financial Group acquired a new stake in iShares S&P 500 Value ETF in the 1st quarter valued at about $489,000. Finally, Northwest Investment Counselors LLC acquired a new position in shares of iShares S&P 500 Value ETF during the first quarter worth approximately $29,000.

iShares S&P 500 Value ETF Trading Up 0.2 %

iShares S&P 500 Value ETF stock opened at $200.74 on Friday. iShares S&P 500 Value ETF has a 1 year low of $147.23 and a 1 year high of $201.08. The company has a market cap of $35.96 billion, a PE ratio of 23.79 and a beta of 0.81. The company’s 50-day moving average is $194.63 and its two-hundred day moving average is $187.23.

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.