Chicago Partners Investment Group LLC cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 11.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,252 shares of the company’s stock after selling 2,590 shares during the period. Chicago Partners Investment Group LLC’s holdings in iShares S&P 500 Value ETF were worth $4,238,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Rockwood Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 2.7% in the first quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock worth $377,000 after buying an additional 47 shares in the last quarter. Flagship Private Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF by 1.1% during the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock worth $901,000 after acquiring an additional 48 shares during the last quarter. Patten & Patten Inc. TN boosted its position in shares of iShares S&P 500 Value ETF by 4.8% during the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock worth $222,000 after acquiring an additional 48 shares during the last quarter. Bernardo Wealth Planning LLC grew its stake in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after acquiring an additional 49 shares in the last quarter. Finally, Stegner Investment Associates Inc. grew its stake in iShares S&P 500 Value ETF by 0.3% during the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after acquiring an additional 49 shares in the last quarter.
iShares S&P 500 Value ETF Stock Performance
Shares of NYSEARCA IVE opened at $230.88 on Tuesday. The company has a market cap of $48.72 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52-week low of $193.90 and a 52-week high of $232.28. The firm’s fifty day moving average is $227.03 and its two-hundred day moving average is $220.28.
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.
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