Wealthcare Advisory Partners LLC Lowers Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealthcare Advisory Partners LLC lessened its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,381 shares of the company’s stock after selling 206 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $1,600,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock worth $29,000 after acquiring an additional 76 shares during the period. Northwest Investment Counselors LLC acquired a new stake in iShares S&P 500 Value ETF in the third quarter valued at about $31,000. Valued Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $35,000. Copley Financial Group Inc. acquired a new position in iShares S&P 500 Value ETF during the 3rd quarter worth approximately $36,000. Finally, Hobbs Group Advisors LLC purchased a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter worth approximately $40,000.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $194.09 on Friday. The stock’s 50 day moving average price is $196.93 and its 200 day moving average price is $194.06. iShares S&P 500 Value ETF has a 1-year low of $170.13 and a 1-year high of $206.63. The company has a market cap of $34.77 billion, a PE ratio of 23.79 and a beta of 0.81.

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.