First Heartland Consultants Inc. decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 11.4% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 26,619 shares of the company’s stock after selling 3,419 shares during the period. First Heartland Consultants Inc.’s holdings in iShares S&P 500 Value ETF were worth $6,044,000 as of its most recent SEC filing.
A number of other hedge funds have also recently bought and sold shares of the company. Cassaday & Co Wealth Management LLC grew its stake in iShares S&P 500 Value ETF by 3,286.8% in the 4th quarter. Cassaday & Co Wealth Management LLC now owns 1,153,776 shares of the company’s stock worth $244,681,000 after acquiring an additional 1,119,709 shares during the period. Morgan Stanley raised its holdings in iShares S&P 500 Value ETF by 7.5% in the 4th quarter. Morgan Stanley now owns 15,278,856 shares of the company’s stock valued at $3,240,188,000 after acquiring an additional 1,068,945 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in shares of iShares S&P 500 Value ETF by 4.6% during the 4th quarter. JPMorgan Chase & Co. now owns 18,748,246 shares of the company’s stock worth $3,975,941,000 after purchasing an additional 821,872 shares during the period. Envestnet Portfolio Solutions Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 47.4% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 2,540,243 shares of the company’s stock worth $538,709,000 after purchasing an additional 816,767 shares during the period. Finally, CWM LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 37.5% during the fourth quarter. CWM LLC now owns 2,579,248 shares of the company’s stock worth $546,981,000 after purchasing an additional 702,987 shares during the last quarter.
iShares S&P 500 Value ETF Stock Up 0.5%
Shares of NYSEARCA:IVE opened at $235.78 on Friday. The company has a market cap of $49.83 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 $197.66 and a 52 week high of $236.39. The business has a fifty day simple moving average of $229.51 and a 200-day simple moving average of $222.52.
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. 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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