JFS Wealth Advisors LLC Lowers Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

JFS Wealth Advisors LLC decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 133,322 shares of the company’s stock after selling 461 shares during the quarter. iShares S&P 500 Value ETF accounts for about 1.8% of JFS Wealth Advisors LLC’s holdings, making the stock its 15th biggest holding. JFS Wealth Advisors LLC owned about 0.07% of iShares S&P 500 Value ETF worth $26,287,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in IVE. JPMorgan Chase & Co. lifted its stake in iShares S&P 500 Value ETF by 5.1% in the first quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock worth $3,320,751,000 after acquiring an additional 861,704 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in iShares S&P 500 Value ETF by 3.5% in the second quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock worth $2,253,356,000 after acquiring an additional 420,007 shares during the last quarter. LPL Financial LLC lifted its stake in iShares S&P 500 Value ETF by 4.9% in the second quarter. LPL Financial LLC now owns 4,258,617 shares of the company’s stock worth $775,111,000 after acquiring an additional 200,427 shares during the last quarter. US Bancorp DE lifted its stake in iShares S&P 500 Value ETF by 9.9% in the first quarter. US Bancorp DE now owns 1,539,081 shares of the company’s stock worth $287,516,000 after acquiring an additional 139,258 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. lifted its stake in iShares S&P 500 Value ETF by 3.4% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 1,424,716 shares of the company’s stock worth $259,313,000 after acquiring an additional 47,074 shares during the last quarter.

iShares S&P 500 Value ETF Stock Down 0.1 %

Shares of iShares S&P 500 Value ETF stock opened at $195.84 on Thursday. iShares S&P 500 Value ETF has a 52-week low of $149.61 and a 52-week high of $201.08. The company has a 50 day moving average of $195.96 and a 200 day moving average of $188.06. The company has a market capitalization of $35.08 billion, a P/E ratio of 23.79 and a beta of 0.81.

About iShares S&P 500 Value ETF

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.