Apeiron RIA LLC Has $4.74 Million Stock Position in iShares S&P 500 Value ETF $IVE

Apeiron RIA LLC lowered its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 53.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 22,453 shares of the company’s stock after selling 25,333 shares during the period. iShares S&P 500 Value ETF accounts for about 1.1% of Apeiron RIA LLC’s holdings, making the stock its 23rd biggest holding. Apeiron RIA LLC’s holdings in iShares S&P 500 Value ETF were worth $4,741,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in IVE. Patten & Patten Inc. TN lifted its position in iShares S&P 500 Value ETF by 4.8% in the 4th quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock worth $222,000 after buying an additional 48 shares during the last quarter. Flagship Private Wealth LLC grew its position in iShares S&P 500 Value ETF by 1.1% during the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after acquiring an additional 48 shares during the last quarter. Bernardo Wealth Planning LLC grew its position in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after acquiring an additional 49 shares during the last quarter. Stegner Investment Associates Inc. raised its stake in shares of iShares S&P 500 Value ETF by 0.3% during the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock worth $3,457,000 after acquiring an additional 49 shares in the last quarter. Finally, Rossby Financial LCC raised its stake in shares of iShares S&P 500 Value ETF by 6.6% during the fourth quarter. Rossby Financial LCC now owns 807 shares of the company’s stock worth $171,000 after acquiring an additional 50 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $230.20 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $193.90 and a fifty-two week high of $230.26. The firm has a market cap of $48.32 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. The firm has a 50 day moving average price of $225.92 and a 200-day moving average price of $219.46.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.