TSA Wealth Managment LLC reduced its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 9.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 57,163 shares of the company’s stock after selling 5,882 shares during the quarter. iShares S&P 500 Value ETF comprises about 3.9% of TSA Wealth Managment LLC’s investment portfolio, making the stock its 7th biggest position. TSA Wealth Managment LLC’s holdings in iShares S&P 500 Value ETF were worth $12,070,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IVE. Rockwood Wealth Management LLC raised its holdings in shares of iShares S&P 500 Value ETF by 2.7% in the 1st quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock worth $377,000 after purchasing an additional 47 shares during the period. Flagship Private Wealth LLC grew its holdings in shares of iShares S&P 500 Value ETF by 1.1% during the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock worth $901,000 after purchasing an additional 48 shares during the period. Patten & Patten Inc. TN grew its holdings in shares of iShares S&P 500 Value ETF by 4.8% during the 4th quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock worth $222,000 after purchasing an additional 48 shares during the period. Bernardo Wealth Planning LLC increased its position in iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after purchasing an additional 49 shares in the last quarter. Finally, Stegner Investment Associates Inc. increased its position in iShares S&P 500 Value ETF by 0.3% during the 4th quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock worth $3,457,000 after purchasing an additional 49 shares in the last quarter.
iShares S&P 500 Value ETF Price Performance
NYSEARCA IVE traded up $0.58 during mid-day trading on Friday, hitting $230.49. The company’s stock had a trading volume of 392,038 shares, compared to its average volume of 1,112,593. The firm has a market capitalization of $48.60 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52-week low of $193.90 and a 52-week high of $232.28. The stock’s fifty day simple moving average is $226.88 and its two-hundred day simple moving average is $220.11.
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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.
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