iShares S&P 500 Value ETF $IVE Stock Holdings Lowered by Bank of Stockton

Bank of Stockton lowered its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 50,741 shares of the company’s stock after selling 3,855 shares during the quarter. iShares S&P 500 Value ETF accounts for 3.3% of Bank of Stockton’s holdings, making the stock its 5th biggest position. Bank of Stockton’s holdings in iShares S&P 500 Value ETF were worth $10,714,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. Simplex Trading LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC acquired a new stake in iShares S&P 500 Value ETF during the fourth quarter worth about $25,000. Decker Retirement Planning Inc. purchased a new position in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $26,000. United Services Automobile Association purchased a new position in iShares S&P 500 Value ETF during the second quarter valued at approximately $26,000. Finally, Palisade Asset Management LLC acquired a new position in iShares S&P 500 Value ETF in the third quarter valued at approximately $29,000.

iShares S&P 500 Value ETF Trading Down 0.1%

iShares S&P 500 Value ETF stock opened at $230.78 on Wednesday. iShares S&P 500 Value ETF has a 12 month low of $193.90 and a 12 month high of $232.28. The stock’s 50 day simple moving average is $226.32 and its two-hundred day simple moving average is $219.78. The firm has a market cap of $48.66 billion, a PE ratio of 20.70 and a beta of 0.82.

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.