SOA Wealth Advisors LLC. Sells 305 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

SOA Wealth Advisors LLC. trimmed its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.2% during the 4th quarter, Holdings Channel reports. The fund owned 7,006 shares of the company’s stock after selling 305 shares during the period. SOA Wealth Advisors LLC.’s holdings in iShares S&P 500 Value ETF were worth $1,337,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IVE. LexAurum Advisors LLC lifted its position in iShares S&P 500 Value ETF by 47.2% during the fourth quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock valued at $734,000 after purchasing an additional 1,233 shares during the last quarter. NBC Securities Inc. raised its position in shares of iShares S&P 500 Value ETF by 33.3% during the 3rd quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock valued at $423,000 after buying an additional 536 shares in the last quarter. Financial Synergies Wealth Advisors Inc. lifted its holdings in shares of iShares S&P 500 Value ETF by 0.6% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock valued at $5,480,000 after acquiring an additional 160 shares during the last quarter. Concourse Financial Group Securities Inc. grew its position in iShares S&P 500 Value ETF by 7.0% in the third quarter. Concourse Financial Group Securities Inc. now owns 53,260 shares of the company’s stock worth $10,501,000 after acquiring an additional 3,500 shares in the last quarter. Finally, Cornell Pochily Investment Advisors Inc. increased its stake in iShares S&P 500 Value ETF by 31.3% during the third quarter. Cornell Pochily Investment Advisors Inc. now owns 3,060 shares of the company’s stock worth $603,000 after acquiring an additional 730 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $194.62 on Friday. The firm has a market capitalization of $34.87 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business has a 50 day simple moving average of $195.24 and a 200-day simple moving average of $195.10. iShares S&P 500 Value ETF has a 1 year low of $173.01 and a 1 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.