Greenup Street Wealth Management LLC Has $42.49 Million Stock Position in iShares S&P 500 Value ETF $IVE

Greenup Street Wealth Management LLC lowered its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 200,359 shares of the company’s stock after selling 4,496 shares during the quarter. iShares S&P 500 Value ETF makes up about 5.8% of Greenup Street Wealth Management LLC’s investment portfolio, making the stock its 6th largest position. Greenup Street Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $42,490,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. United Services Automobile Association bought a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth $26,000. Palisade Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth $29,000. Ransom Advisory Ltd bought a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth $31,000. Center for Financial Planning Inc. bought a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth $32,000. Finally, Tripletail Wealth Management LLC bought a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth $37,000.

iShares S&P 500 Value ETF Stock Down 0.8%

IVE stock opened at $215.42 on Friday. The company has a market cap of $47.54 billion, a P/E ratio of 20.70 and a beta of 0.85. iShares S&P 500 Value ETF has a twelve month low of $172.13 and a twelve month high of $223.05. The business has a fifty day moving average of $216.23 and a 200-day moving average of $212.80.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.