iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by CFS Investment Advisory Services LLC

CFS Investment Advisory Services LLC lowered its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,667 shares of the company’s stock after selling 809 shares during the quarter. CFS Investment Advisory Services LLC’s holdings in iShares S&P 500 Value ETF were worth $5,652,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of IVE. Chesapeake Wealth Management lifted its stake in iShares S&P 500 Value ETF by 3.8% during the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after purchasing an additional 50 shares during the last quarter. CGN Advisors LLC grew its position in shares of iShares S&P 500 Value ETF by 3.0% during the 2nd quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock valued at $339,000 after buying an additional 55 shares during the last quarter. Capital Square LLC grew its position in shares of iShares S&P 500 Value ETF by 1.3% during the 2nd quarter. Capital Square LLC now owns 4,339 shares of the company’s stock valued at $816,000 after buying an additional 55 shares during the last quarter. HighMark Wealth Management LLC raised its stake in iShares S&P 500 Value ETF by 0.7% during the second quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock worth $1,494,000 after acquiring an additional 56 shares during the period. Finally, GDS Wealth Management lifted its holdings in iShares S&P 500 Value ETF by 3.3% in the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after acquiring an additional 56 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 1.1 %

NYSEARCA:IVE opened at $202.23 on Friday. The stock has a 50 day moving average of $197.82 and a 200-day moving average of $190.26. The firm has a market capitalization of $36.23 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52 week low of $163.66 and a 52 week high of $203.67.

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.