Moisand Fitzgerald Tamayo LLC reduced its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 7,846 shares of the company’s stock after selling 418 shares during the quarter. Moisand Fitzgerald Tamayo LLC’s holdings in iShares S&P 500 Value ETF were worth $1,498,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently made changes to their positions in the company. Chesapeake Wealth Management boosted its stake in iShares S&P 500 Value ETF by 3.8% during the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after buying an additional 50 shares during the period. West Coast Financial LLC boosted its stake in iShares S&P 500 Value ETF by 0.3% during the fourth quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after buying an additional 53 shares during the period. SWP Financial LLC boosted its stake in iShares S&P 500 Value ETF by 0.4% during the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after buying an additional 54 shares during the period. GDS Wealth Management boosted its stake in iShares S&P 500 Value ETF by 3.3% during the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after buying an additional 56 shares during the period. Finally, Roble Belko & Company Inc boosted its stake in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after buying an additional 57 shares during the period.
iShares S&P 500 Value ETF Price Performance
Shares of IVE stock opened at $196.39 on Monday. The firm has a market cap of $35.82 billion, a PE ratio of 22.47 and a beta of 0.95. The company has a 50-day moving average of $194.14 and a two-hundred day moving average of $195.94. iShares S&P 500 Value ETF has a 1-year low of $176.09 and a 1-year high of $206.63.
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.
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