Quotient Wealth Partners LLC trimmed its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 6.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 23,131 shares of the company’s stock after selling 1,484 shares during the period. Quotient Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $4,415,000 as of its most recent filing with the SEC.
Several other hedge funds also recently added to or reduced their stakes in IVE. Alpha Financial Partners LLC purchased a new stake in iShares S&P 500 Value ETF in the third quarter valued at $7,385,000. Lion Street Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 15.0% in the third quarter. Lion Street Advisors LLC now owns 2,407 shares of the company’s stock valued at $475,000 after purchasing an additional 314 shares during the last quarter. CRA Financial Services LLC boosted its holdings in iShares S&P 500 Value ETF by 14.9% in the third quarter. CRA Financial Services LLC now owns 5,693 shares of the company’s stock valued at $1,122,000 after purchasing an additional 740 shares during the last quarter. Annex Advisory Services LLC purchased a new stake in iShares S&P 500 Value ETF in the third quarter valued at $279,000. Finally, Concourse Financial Group Securities Inc. boosted its holdings 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 valued at $10,501,000 after purchasing an additional 3,500 shares during the last quarter.
iShares S&P 500 Value ETF Stock Down 0.8 %
IVE stock opened at $194.62 on Friday. The company’s 50-day simple moving average is $195.01 and its 200-day simple moving average is $195.14. iShares S&P 500 Value ETF has a 52-week low of $173.01 and a 52-week high of $206.63. The firm has a market cap of $34.87 billion, a P/E ratio of 23.79 and a beta of 0.81.
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.
Further Reading
- Five stocks we like better than iShares S&P 500 Value ETF
- 3 REITs to Buy and Hold for the Long Term
- Lam Research: Is a NAND Upgrade Cycle the Next Growth Catalyst?
- What Does Downgrade Mean in Investing?
- Chipotle’s Slip: A Short-Term Dip or Long-Term Opportunity?
- Why is the Ex-Dividend Date Significant to Investors?
- Why New Tariffs Could Boost These 3 Basic Materials Stocks
Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report).
Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
