Icon Wealth Advisors LLC reduced its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 99.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 261 shares of the company’s stock after selling 85,216 shares during the quarter. Icon Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $51,000 at the end of the most recent quarter.
Several other hedge funds have also modified their holdings of IVE. Northwest Investment Counselors LLC bought a new position in shares of iShares S&P 500 Value ETF during the third quarter worth $31,000. Valued Wealth Advisors LLC bought a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $35,000. Addison Advisors LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 50.0% during the 2nd quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after buying an additional 93 shares during the period. Colony Family Offices LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 77.3% during the 3rd quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock worth $54,000 after buying an additional 119 shares during the period. Finally, TruNorth Capital Management LLC bought a new stake in shares of iShares S&P 500 Value ETF during the 2nd quarter worth about $65,000.
iShares S&P 500 Value ETF Stock Up 0.7 %
NYSEARCA IVE opened at $203.74 on Monday. The company has a market capitalization of $36.50 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12-month low of $163.68 and a 12-month high of $204.00. The firm has a 50-day moving average price of $198.01 and a two-hundred day moving average price of $190.53.
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.
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