One Wealth Capital Management LLC cut its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 15.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,475 shares of the company’s stock after selling 5,574 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 2.6% of One Wealth Capital Management LLC’s portfolio, making the stock its 8th biggest position. One Wealth Capital Management LLC’s holdings in iShares S&P 500 Value ETF were worth $6,957,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in the stock. Krilogy Financial LLC raised its holdings in iShares S&P 500 Value ETF by 52.0% during the 3rd quarter. Krilogy Financial LLC now owns 10,291 shares of the company’s stock worth $2,407,000 after purchasing an additional 3,522 shares during the last quarter. CX Institutional lifted its position in shares of iShares S&P 500 Value ETF by 7.4% in the 3rd quarter. CX Institutional now owns 215,726 shares of the company’s stock worth $49,246,000 after purchasing an additional 14,951 shares during the period. Amundi boosted its stake in shares of iShares S&P 500 Value ETF by 18.1% in the 2nd quarter. Amundi now owns 59,900 shares of the company’s stock valued at $13,601,000 after purchasing an additional 9,200 shares during the last quarter. PAX Financial Group LLC boosted its stake in shares of iShares S&P 500 Value ETF by 3.3% in the 1st quarter. PAX Financial Group LLC now owns 144,883 shares of the company’s stock valued at $30,592,000 after purchasing an additional 4,640 shares during the last quarter. Finally, Venturi Wealth Management LLC boosted its stake in shares of iShares S&P 500 Value ETF by 63.2% in the 1st quarter. Venturi Wealth Management LLC now owns 20,380 shares of the company’s stock valued at $4,303,000 after purchasing an additional 7,892 shares during the last quarter.
iShares S&P 500 Value ETF Stock Down 0.6%
IVE opened at $238.12 on Friday. iShares S&P 500 Value ETF has a twelve month low of $203.15 and a twelve month high of $239.93. The company has a fifty day moving average of $234.46 and a 200-day moving average of $229.55. The stock has a market cap of $50.41 billion, a PE ratio of 20.70 and a beta of 0.83.
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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