Strategic Family Wealth Counselors L.L.C. Lowers Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Strategic Family Wealth Counselors L.L.C. trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 26.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,421 shares of the company’s stock after selling 520 shares during the quarter. Strategic Family Wealth Counselors L.L.C.’s holdings in iShares S&P 500 Value ETF were worth $280,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. CarsonAllaria Wealth Management Ltd. lifted its position in shares of 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 in the last quarter. Northwest Investment Counselors LLC purchased a new position in iShares S&P 500 Value ETF in the 3rd quarter valued at about $31,000. Valued Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the third quarter valued at about $35,000. Addison Advisors LLC increased its position in shares of iShares S&P 500 Value ETF by 50.0% during the second quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after acquiring an additional 93 shares during the last quarter. Finally, TruNorth Capital Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the second quarter worth about $65,000.

iShares S&P 500 Value ETF Trading Up 0.7 %

NYSEARCA IVE traded up $1.34 during mid-day trading on Friday, reaching $201.94. 121,024 shares of the company’s stock traded hands, compared to its average volume of 673,780. iShares S&P 500 Value ETF has a 1-year low of $155.79 and a 1-year high of $202.04. The company has a fifty day simple moving average of $196.26 and a 200-day simple moving average of $188.73. The company has a market cap of $36.18 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.