iShares S&P 500 Value ETF $IVE Shares Sold by Wealthspire Advisors LLC

Wealthspire Advisors LLC trimmed its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 15.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 62,742 shares of the company’s stock after selling 11,610 shares during the period. Wealthspire Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $12,261,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Harbor Asset Planning Inc. acquired a new stake in shares of iShares S&P 500 Value ETF during the 2nd quarter worth approximately $30,000. Nemes Rush Group LLC lifted its stake in shares of iShares S&P 500 Value ETF by 625.0% in the 1st quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $33,000 after purchasing an additional 150 shares during the period. Flaharty Asset Management LLC acquired a new stake in iShares S&P 500 Value ETF during the first quarter valued at $33,000. Ryan Investment Management Inc. acquired a new stake in iShares S&P 500 Value ETF during the second quarter valued at $36,000. Finally, Atwood & Palmer Inc. purchased a new position in iShares S&P 500 Value ETF in the second quarter valued at $38,000.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $206.51 on Wednesday. The firm has a 50-day simple moving average of $206.95 and a two-hundred day simple moving average of $199.46. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $212.54. The company has a market cap of $42.12 billion, a P/E ratio of 20.70 and a beta of 0.89.

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.