Guardian Wealth Advisors LLC Lowers Stock Position in iShares S&P 500 Value ETF $IVE

Guardian Wealth Advisors LLC cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 14.3% during the third quarter, Holdings Channel reports. The institutional investor owned 23,623 shares of the company’s stock after selling 3,942 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 2.8% of Guardian Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest position. Guardian Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $4,878,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Wealth Dimensions Group Ltd. grew its holdings in iShares S&P 500 Value ETF by 1.4% in the third quarter. Wealth Dimensions Group Ltd. now owns 11,613 shares of the company’s stock worth $2,398,000 after purchasing an additional 161 shares during the period. Lloyd Advisory Services LLC. boosted its position in shares of iShares S&P 500 Value ETF by 3.2% in the 3rd quarter. Lloyd Advisory Services LLC. now owns 3,246 shares of the company’s stock worth $670,000 after purchasing an additional 100 shares in the last quarter. Quadrant Private Wealth Management LLC grew its stake in shares of iShares S&P 500 Value ETF by 6.8% in the 3rd quarter. Quadrant Private Wealth Management LLC now owns 51,338 shares of the company’s stock worth $10,602,000 after buying an additional 3,290 shares during the last quarter. BIP Wealth LLC increased its position in iShares S&P 500 Value ETF by 185.4% during the 3rd quarter. BIP Wealth LLC now owns 6,001 shares of the company’s stock valued at $1,239,000 after buying an additional 3,898 shares in the last quarter. Finally, Detalus Advisors LLC increased its position in iShares S&P 500 Value ETF by 3.6% during the 3rd quarter. Detalus Advisors LLC now owns 84,033 shares of the company’s stock valued at $17,354,000 after buying an additional 2,909 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.3%

iShares S&P 500 Value ETF stock opened at $217.17 on Friday. The business’s fifty day simple moving average is $212.69 and its two-hundred day simple moving average is $206.65. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $218.44. The company has a market capitalization of $49.04 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

About iShares S&P 500 Value ETF

(Free Report)

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

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