W Advisors LLC Trims Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

W Advisors LLC lowered its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,427 shares of the company’s stock after selling 1,671 shares during the period. iShares S&P 500 Value ETF comprises 2.9% of W Advisors LLC’s holdings, making the stock its 10th largest position. W Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $4,663,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. grew 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 valued at $29,000 after acquiring an additional 76 shares during the period. Northwest Investment Counselors LLC bought a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at about $31,000. Valued Wealth Advisors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $35,000. Perkins Coie Trust Co bought a new stake in iShares S&P 500 Value ETF during the 4th quarter worth approximately $35,000. Finally, Copley Financial Group Inc. acquired a new stake in iShares S&P 500 Value ETF during the 3rd quarter worth approximately $36,000.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $198.12 on Tuesday. The firm has a market cap of $35.49 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a twelve month low of $173.01 and a twelve month high of $206.63. The firm’s 50 day moving average price is $196.39 and its two-hundred day moving average price is $194.62.

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.