iShares S&P 500 Value ETF $IVE Shares Sold by 1834 Investment Advisors Co.

1834 Investment Advisors Co. decreased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 138,396 shares of the company’s stock after selling 10,200 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 3.7% of 1834 Investment Advisors Co.’s holdings, making the stock its 4th largest holding. 1834 Investment Advisors Co. owned 0.06% of iShares S&P 500 Value ETF worth $29,350,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Kestra Private Wealth Services LLC raised its holdings in shares of iShares S&P 500 Value ETF by 22.4% in the fourth quarter. Kestra Private Wealth Services LLC now owns 96,200 shares of the company’s stock valued at $20,401,000 after purchasing an additional 17,620 shares during the last quarter. Physician Wealth Advisors Inc. boosted its holdings in iShares S&P 500 Value ETF by 44.1% during the fourth quarter. Physician Wealth Advisors Inc. now owns 142,335 shares of the company’s stock worth $30,185,000 after purchasing an additional 43,574 shares during the last quarter. Inscription Capital LLC bought a new position in iShares S&P 500 Value ETF in the fourth quarter valued at $203,000. Concord Wealth Partners grew its position in iShares S&P 500 Value ETF by 40.0% in the fourth quarter. Concord Wealth Partners now owns 217 shares of the company’s stock valued at $46,000 after purchasing an additional 62 shares in the last quarter. Finally, Verdence Capital Advisors LLC increased its stake in iShares S&P 500 Value ETF by 122.8% in the 4th quarter. Verdence Capital Advisors LLC now owns 2,355 shares of the company’s stock valued at $500,000 after buying an additional 1,298 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA:IVE opened at $220.63 on Monday. The company’s 50-day moving average price is $216.03 and its two-hundred day moving average price is $213.75. iShares S&P 500 Value ETF has a one year low of $180.00 and a one year high of $223.05. The stock has a market capitalization of $48.67 billion, a PE ratio of 20.70 and a beta of 0.85.

About iShares S&P 500 Value ETF

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.