Perigon Wealth Management LLC Decreases Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Perigon Wealth Management LLC reduced its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,153 shares of the company’s stock after selling 123 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $374,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of IVE. Peoples Bank KS purchased a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $25,000. Allspring Global Investments Holdings LLC raised its position in shares of iShares S&P 500 Value ETF by 700.0% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 160 shares of the company’s stock valued at $25,000 after purchasing an additional 140 shares during the last quarter. Fortis Capital Advisors LLC purchased a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at approximately $28,000. First Pacific Financial purchased a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at approximately $30,000. Finally, Hibernia Wealth Partners LLC purchased a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at approximately $31,000.

iShares S&P 500 Value ETF Trading Down 0.5 %

IVE opened at $176.74 on Wednesday. iShares S&P 500 Value ETF has a 12-month low of $147.23 and a 12-month high of $187.24. The firm has a market capitalization of $31.72 billion, a PE ratio of 23.70 and a beta of 0.87. The firm has a 50 day moving average of $180.85 and a two-hundred day moving average of $170.43.

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.