McKinley Carter Wealth Services Inc. Sells 20,261 Shares of iShares S&P 500 Value ETF $IVE

McKinley Carter Wealth Services Inc. trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 14.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 122,922 shares of the company’s stock after selling 20,261 shares during the period. iShares S&P 500 Value ETF accounts for about 1.5% of McKinley Carter Wealth Services Inc.’s investment portfolio, making the stock its 14th biggest holding. McKinley Carter Wealth Services Inc. owned approximately 0.05% of iShares S&P 500 Value ETF worth $26,068,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Decker Retirement Planning Inc. bought a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $26,000. United Services Automobile Association bought a new stake in iShares S&P 500 Value ETF in the second quarter valued at approximately $26,000. Palisade Asset Management LLC bought a new stake in iShares S&P 500 Value ETF in the third quarter valued at approximately $29,000. Ransom Advisory Ltd bought a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at approximately $31,000. Finally, Birchbrook Inc. acquired a new position in shares of iShares S&P 500 Value ETF in the fourth quarter valued at approximately $31,000.

iShares S&P 500 Value ETF Stock Up 0.7%

iShares S&P 500 Value ETF stock opened at $224.91 on Tuesday. The stock has a market capitalization of $49.66 billion, a PE ratio of 20.70 and a beta of 0.83. iShares S&P 500 Value ETF has a twelve month low of $185.34 and a twelve month high of $225.90. The company has a 50 day moving average of $216.80 and a 200-day moving average of $215.34.

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.