iShares S&P 500 Value ETF (NYSEARCA:IVE) is 1834 Investment Advisors Co.’s 3rd Largest Position

1834 Investment Advisors Co. lessened its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.3% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 180,202 shares of the company’s stock after selling 12,182 shares during the period. iShares S&P 500 Value ETF accounts for approximately 4.4% of 1834 Investment Advisors Co.’s portfolio, making the stock its 3rd largest holding. 1834 Investment Advisors Co.’s holdings in iShares S&P 500 Value ETF were worth $34,397,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Thurston Springer Miller Herd & Titak Inc. lifted 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 worth $29,000 after purchasing an additional 76 shares during the last quarter. Northwest Investment Counselors LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter valued at about $31,000. Valued Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF during the 3rd quarter valued at about $35,000. Perkins Coie Trust Co bought a new position in iShares S&P 500 Value ETF during the 4th quarter worth approximately $35,000. Finally, Copley Financial Group Inc. bought a new position in shares of iShares S&P 500 Value ETF in the third quarter worth approximately $36,000.

iShares S&P 500 Value ETF Trading Down 0.2 %

IVE stock opened at $196.15 on Friday. iShares S&P 500 Value ETF has a 12-month low of $173.01 and a 12-month high of $206.63. The stock has a market capitalization of $35.14 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The firm’s 50-day moving average price is $196.39 and its two-hundred day moving average price is $194.46.

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.