WealthBridge Capital Management LLC reduced its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 2.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,983 shares of the company’s stock after selling 316 shares during the period. iShares S&P 500 Value ETF accounts for about 0.8% of WealthBridge Capital Management LLC’s investment portfolio, making the stock its 27th largest position. WealthBridge Capital Management LLC’s holdings in iShares S&P 500 Value ETF were worth $2,363,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also modified their holdings of the company. Palisade Asset Management LLC acquired a new position in shares of iShares S&P 500 Value ETF during the 1st quarter valued at about $26,000. Vima LLC acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth approximately $27,000. CarsonAllaria Wealth Management Ltd. raised its stake in iShares S&P 500 Value ETF by 289.5% during the first quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock worth $28,000 after purchasing an additional 110 shares during the period. Northwest Investment Counselors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 1st quarter valued at $29,000. Finally, Fortis Group Advisors LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock valued at $35,000 after purchasing an additional 100 shares during the last quarter.
iShares S&P 500 Value ETF Stock Up 0.6 %
Shares of IVE stock traded up $1.12 on Wednesday, reaching $195.63. 30,670 shares of the stock were exchanged, compared to its average volume of 716,411. The stock has a market cap of $35.05 billion, a P/E ratio of 23.79 and a beta of 0.81. The firm has a 50 day moving average of $187.57 and a two-hundred day moving average of $183.97. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $196.36.
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.
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