iShares S&P 500 Value ETF (NYSEARCA:IVE) is Lpwm LLC’s 2nd Largest Position

Lpwm LLC cut its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEGet Rating) by 3.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 228,995 shares of the company’s stock after selling 7,766 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 17.8% of Lpwm LLC’s holdings, making the stock its 2nd biggest position. Lpwm LLC’s holdings in iShares S&P 500 Value ETF were worth $35,742,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in IVE. Paragon Capital Management Ltd bought a new position in shares of iShares S&P 500 Value ETF during the 4th quarter valued at approximately $25,000. Horan Securities Inc. bought a new position in iShares S&P 500 Value ETF in the 4th quarter worth approximately $25,000. Concord Wealth Partners bought a new position in iShares S&P 500 Value ETF in the 4th quarter worth approximately $37,000. Rise Advisors LLC bought a new position in iShares S&P 500 Value ETF in the 4th quarter worth approximately $37,000. Finally, Andrew Hill Investment Advisors Inc. bought a new position in iShares S&P 500 Value ETF in the 4th quarter worth approximately $39,000.

IVE stock opened at $135.97 on Thursday. iShares S&P 500 Value ETF has a 1-year low of $132.18 and a 1-year high of $160.38. The business has a 50 day simple moving average of $147.13 and a two-hundred day simple moving average of $151.65.

iShares S&P 500 Value ETF Company Profile (Get Rating)

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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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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