BOK Financial Private Wealth Inc. Has $19.70 Million Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

BOK Financial Private Wealth Inc. trimmed its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 103,220 shares of the company’s stock after selling 3,401 shares during the period. iShares S&P 500 Value ETF makes up approximately 1.4% of BOK Financial Private Wealth Inc.’s investment portfolio, making the stock its 14th largest position. BOK Financial Private Wealth Inc.’s holdings in iShares S&P 500 Value ETF were worth $19,703,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of IVE. QRG Capital Management Inc. acquired a new stake in iShares S&P 500 Value ETF during the third quarter worth about $355,000. Summit Global Investments grew its stake in iShares S&P 500 Value ETF by 266.0% during the third quarter. Summit Global Investments now owns 4,256 shares of the company’s stock worth $839,000 after buying an additional 3,093 shares in the last quarter. SpiderRock Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 33.5% in the 3rd quarter. SpiderRock Advisors LLC now owns 2,906 shares of the company’s stock valued at $573,000 after purchasing an additional 729 shares in the last quarter. Sequent Asset Management LLC boosted its stake in shares of iShares S&P 500 Value ETF by 14.8% in the 3rd quarter. Sequent Asset Management LLC now owns 16,506 shares of the company’s stock valued at $3,254,000 after purchasing an additional 2,123 shares in the last quarter. Finally, Assetmark Inc. boosted its stake in shares of iShares S&P 500 Value ETF by 16.9% in the 3rd quarter. Assetmark Inc. now owns 857 shares of the company’s stock valued at $169,000 after purchasing an additional 124 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.8 %

IVE opened at $194.14 on Friday. The company’s 50 day moving average is $194.52 and its 200-day moving average is $196.36. iShares S&P 500 Value ETF has a 1-year low of $176.09 and a 1-year high of $206.63. The company has a market cap of $37.71 billion, a P/E ratio of 22.06 and a beta of 0.94.

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.