iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by WealthBridge Capital Management LLC

WealthBridge Capital Management LLC trimmed its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,716 shares of the company’s stock after selling 146 shares during the quarter. WealthBridge Capital Management LLC’s holdings in iShares S&P 500 Value ETF were worth $2,427,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the business. Chesapeake Wealth Management increased its holdings in shares of iShares S&P 500 Value ETF by 3.8% in the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after acquiring an additional 50 shares during the period. West Coast Financial LLC increased its holdings in shares of iShares S&P 500 Value ETF by 0.3% in the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after acquiring an additional 53 shares during the period. SWP Financial LLC increased its holdings in shares of iShares S&P 500 Value ETF by 0.4% in the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after acquiring an additional 54 shares during the period. GDS Wealth Management increased its holdings in shares of iShares S&P 500 Value ETF by 3.3% in the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock valued at $348,000 after acquiring an additional 56 shares during the period. Finally, Roble Belko & Company Inc increased its stake in iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock valued at $2,145,000 after buying an additional 57 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $198.58 on Thursday. The stock has a market capitalization of $36.22 billion, a P/E ratio of 22.47 and a beta of 0.95. The company’s fifty day moving average is $194.18 and its two-hundred day moving average is $195.63. iShares S&P 500 Value ETF has a 1 year low of $176.09 and a 1 year high of $206.63.

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.