Wealthgarden F.S. LLC Reduces Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealthgarden F.S. LLC lessened its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 88.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,199 shares of the company’s stock after selling 16,534 shares during the quarter. Wealthgarden F.S. LLC’s holdings in iShares S&P 500 Value ETF were worth $420,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Kentucky Trust Co purchased a new stake in iShares S&P 500 Value ETF in the fourth quarter worth $29,000. Thurston Springer Miller Herd & Titak Inc. lifted its stake in iShares S&P 500 Value ETF by 100.0% in the fourth 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. Centricity Wealth Management LLC purchased a new stake in iShares S&P 500 Value ETF in the fourth quarter worth $34,000. Valued Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF in the third quarter worth $35,000. Finally, Perkins Coie Trust Co purchased a new stake in iShares S&P 500 Value ETF in the fourth quarter worth $35,000.

iShares S&P 500 Value ETF Stock Down 1.0 %

Shares of IVE stock opened at $196.39 on Friday. The stock has a fifty day moving average of $194.14 and a 200 day moving average of $195.85. iShares S&P 500 Value ETF has a 52 week low of $176.09 and a 52 week high of $206.63. The firm has a market capitalization of $35.82 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95.

iShares S&P 500 Value ETF Company 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.