Castle Wealth Management LLC trimmed its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.3% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 11,025 shares of the company’s stock after selling 501 shares during the period. Castle Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $2,174,000 at the end of the most recent reporting period.
Several other hedge funds have also made changes to their positions in the business. CarsonAllaria Wealth Management Ltd. raised its stake in iShares S&P 500 Value ETF by 289.5% during the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after acquiring an additional 110 shares during the last quarter. Northwest Investment Counselors LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth approximately $31,000. Valued Wealth Advisors LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth $35,000. Addison Advisors LLC grew its position in iShares S&P 500 Value ETF by 50.0% in the 2nd quarter. Addison Advisors LLC now owns 279 shares of the company’s stock valued at $51,000 after buying an additional 93 shares during the last quarter. Finally, TruNorth Capital Management LLC acquired a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at $65,000.
iShares S&P 500 Value ETF Stock Performance
Shares of iShares S&P 500 Value ETF stock opened at $201.19 on Thursday. The company has a market cap of $36.04 billion, a P/E ratio of 23.79 and a beta of 0.81. The firm has a fifty day moving average of $196.26 and a two-hundred day moving average of $188.73. iShares S&P 500 Value ETF has a one year low of $155.79 and a one year high of $201.49.
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.
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