Rothschild Investment LLC Has $1.23 Million Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Rothschild Investment LLC reduced its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 6,457 shares of the company’s stock after selling 476 shares during the period. Rothschild Investment LLC’s holdings in iShares S&P 500 Value ETF were worth $1,233,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. LexAurum Advisors LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 47.2% in the fourth quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after acquiring an additional 1,233 shares during the last quarter. Financial Synergies Wealth Advisors Inc. lifted its stake in iShares S&P 500 Value ETF by 0.6% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock valued at $5,480,000 after purchasing an additional 160 shares during the last quarter. DAVENPORT & Co LLC boosted its position in iShares S&P 500 Value ETF by 10.9% in the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock valued at $722,000 after buying an additional 372 shares in the last quarter. Equitable Trust Co. acquired a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $5,806,000. Finally, EP Wealth Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF by 3.6% during the third quarter. EP Wealth Advisors LLC now owns 40,055 shares of the company’s stock worth $7,898,000 after buying an additional 1,387 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $196.65 on Tuesday. iShares S&P 500 Value ETF has a 52 week low of $176.09 and a 52 week high of $206.63. The stock has a market capitalization of $35.87 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95. The stock has a fifty day moving average of $194.13 and a 200-day moving average of $196.02.

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.