HBK Sorce Advisory LLC Has $1.64 Million Holdings in iShares S&P 500 Value ETF $IVE

HBK Sorce Advisory LLC cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,373 shares of the company’s stock after selling 153 shares during the quarter. HBK Sorce Advisory LLC’s holdings in iShares S&P 500 Value ETF were worth $1,636,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Hantz Financial Services Inc. lifted its stake in iShares S&P 500 Value ETF by 326.7% in the second quarter. Hantz Financial Services Inc. now owns 367 shares of the company’s stock valued at $72,000 after buying an additional 281 shares during the period. Arkadios Wealth Advisors raised its position in shares of iShares S&P 500 Value ETF by 19.4% during the second quarter. Arkadios Wealth Advisors now owns 57,267 shares of the company’s stock worth $11,191,000 after purchasing an additional 9,306 shares during the period. Barnes Dennig Private Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 574.9% in the 2nd quarter. Barnes Dennig Private Wealth Management LLC now owns 4,353 shares of the company’s stock worth $851,000 after purchasing an additional 3,708 shares in the last quarter. Flagship Harbor Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 17.9% in the 2nd quarter. Flagship Harbor Advisors LLC now owns 1,537 shares of the company’s stock worth $300,000 after purchasing an additional 233 shares in the last quarter. Finally, Daymark Wealth Partners LLC grew its position in iShares S&P 500 Value ETF by 1.1% in the 2nd quarter. Daymark Wealth Partners LLC now owns 36,525 shares of the company’s stock valued at $7,138,000 after purchasing an additional 380 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.5%

NYSEARCA IVE opened at $208.33 on Friday. The company has a fifty day simple moving average of $205.51 and a 200 day simple moving average of $196.63. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $211.83. The company has a market cap of $42.27 billion, a P/E ratio of 20.70 and a beta of 0.89.

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.