iShares S&P 500 Value ETF $IVE Shares Sold by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA cut its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 12.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,857 shares of the company’s stock after selling 265 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in iShares S&P 500 Value ETF were worth $363,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in IVE. Envestnet Asset Management Inc. increased its position in shares of iShares S&P 500 Value ETF by 38.8% during the first quarter. Envestnet Asset Management Inc. now owns 18,643,646 shares of the company’s stock worth $3,553,106,000 after purchasing an additional 5,207,877 shares in the last quarter. JPMorgan Chase & Co. increased its position in shares of iShares S&P 500 Value ETF by 5.5% in the 1st quarter. JPMorgan Chase & Co. now owns 17,776,163 shares of the company’s stock valued at $3,387,781,000 after acquiring an additional 922,557 shares during the period. Liberty Wealth Management LLC increased its position in shares of iShares S&P 500 Value ETF by 1,324.3% in the 1st quarter. Liberty Wealth Management LLC now owns 845,488 shares of the company’s stock valued at $161,133,000 after acquiring an additional 786,127 shares during the period. CWM LLC increased its position in shares of iShares S&P 500 Value ETF by 24.6% in the 1st quarter. CWM LLC now owns 1,806,062 shares of the company’s stock valued at $344,199,000 after acquiring an additional 356,756 shares during the period. Finally, Cetera Investment Advisers increased its position in shares of iShares S&P 500 Value ETF by 20.2% in the 1st quarter. Cetera Investment Advisers now owns 1,960,044 shares of the company’s stock valued at $373,545,000 after acquiring an additional 328,727 shares during the period.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $208.77 on Friday. The stock’s fifty day moving average price is $204.67 and its 200 day moving average price is $195.29. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $209.57. The company has a market cap of $42.36 billion, a price-to-earnings ratio of 20.70 and a beta of 0.94.

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.