Henrickson Nauta Wealth Advisors Inc. Decreases Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Henrickson Nauta Wealth Advisors Inc. decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,972 shares of the company’s stock after selling 121 shares during the period. iShares S&P 500 Value ETF makes up approximately 0.5% of Henrickson Nauta Wealth Advisors Inc.’s investment portfolio, making the stock its 22nd biggest position. Henrickson Nauta Wealth Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $1,269,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IVE. Palisade Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter worth about $26,000. Vima LLC purchased a new position in iShares S&P 500 Value ETF in the fourth quarter worth about $27,000. CarsonAllaria Wealth Management Ltd. increased its stake in iShares S&P 500 Value ETF by 289.5% during the first quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock worth $28,000 after acquiring an additional 110 shares during the last quarter. Northwest Investment Counselors LLC purchased a new stake in iShares S&P 500 Value ETF during the first quarter valued at approximately $29,000. Finally, Fortis Group Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock valued at $35,000 after purchasing an additional 100 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 0.9 %

Shares of NYSEARCA IVE traded up $1.68 during trading hours on Friday, hitting $196.24. 311,342 shares of the company traded hands, compared to its average volume of 720,983. The company’s 50 day moving average price is $187.09 and its 200 day moving average price is $183.59. The stock has a market capitalization of $35.16 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $196.36.

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.