iShares S&P 500 Value ETF (NYSEARCA:IVE) Holdings Lowered by Gray Private Wealth LLC

Gray Private Wealth LLC cut its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,921 shares of the company’s stock after selling 944 shares during the period. iShares S&P 500 Value ETF comprises approximately 2.2% of Gray Private Wealth LLC’s portfolio, making the stock its 9th largest position. Gray Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $3,612,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of IVE. Thurston Springer Miller Herd & Titak Inc. increased its stake in iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after purchasing an additional 76 shares during the period. Northwest Investment Counselors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the third quarter valued at approximately $31,000. Valued Wealth Advisors LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth approximately $35,000. Perkins Coie Trust Co acquired a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth $35,000. Finally, Copley Financial Group Inc. purchased a new position in iShares S&P 500 Value ETF in the 3rd quarter valued at $36,000.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $194.62 on Friday. The company has a market cap of $34.87 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a one year low of $173.01 and a one year high of $206.63. The firm has a fifty day moving average of $195.24 and a two-hundred day moving average of $195.10.

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.