Leslie Global Wealth LLC trimmed its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 58.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,220 shares of the company’s stock after selling 14,500 shares during the period. iShares S&P 500 Value ETF accounts for about 1.0% of Leslie Global Wealth LLC’s investment portfolio, making the stock its 18th largest position. Leslie Global Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $2,111,000 as of its most recent filing with the SEC.
A number of other institutional investors have also made changes to their positions in the business. United Services Automobile Association acquired a new stake in iShares S&P 500 Value ETF in the 2nd quarter valued at approximately $26,000. Harbor Asset Planning Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the second quarter worth approximately $30,000. Flaharty Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the first quarter valued at approximately $33,000. Ryan Investment Management Inc. acquired a new stake in shares of iShares S&P 500 Value ETF in the second quarter worth $36,000. Finally, Tripletail Wealth Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the third quarter worth $37,000.
iShares S&P 500 Value ETF Price Performance
NYSEARCA:IVE opened at $212.77 on Monday. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $214.90. The company has a fifty day moving average price of $210.71 and a 200 day moving average price of $204.65. The stock has a market cap of $48.06 billion, a P/E ratio of 20.70 and a beta of 0.89.
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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.
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