iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Partners Capital Investment Group LLP

Partners Capital Investment Group LLP reduced its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 49.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,669 shares of the company’s stock after selling 13,518 shares during the period. Partners Capital Investment Group LLP’s holdings in iShares S&P 500 Value ETF were worth $2,609,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. LexAurum Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 47.2% in the 4th quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after acquiring an additional 1,233 shares during the period. Financial Synergies Wealth Advisors Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 0.6% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after acquiring an additional 160 shares during the period. DAVENPORT & Co LLC lifted its stake in shares of iShares S&P 500 Value ETF by 10.9% in the 4th quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after acquiring an additional 372 shares during the period. Equitable Trust Co. acquired a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter worth approximately $5,806,000. Finally, EP Wealth Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 3.6% in the 3rd quarter. EP Wealth Advisors LLC now owns 40,055 shares of the company’s stock worth $7,898,000 after acquiring an additional 1,387 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.2 %

Shares of NYSEARCA:IVE opened at $196.62 on Monday. The company has a 50 day moving average of $194.31 and a 200-day moving average of $195.46. The firm has a market cap of $35.22 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a twelve month low of $175.71 and a twelve month high of $206.63.

iShares S&P 500 Value ETF Company 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.