BridgePort Financial Solutions LLC Sells 4,105 Shares of iShares S&P 500 Value ETF $IVE

BridgePort Financial Solutions LLC decreased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 27.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 10,730 shares of the company’s stock after selling 4,105 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 0.6% of BridgePort Financial Solutions LLC’s holdings, making the stock its 29th biggest holding. BridgePort Financial Solutions LLC’s holdings in iShares S&P 500 Value ETF were worth $2,436,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Assetmark Inc. raised its holdings in shares of iShares S&P 500 Value ETF by 30.3% in the fourth quarter. Assetmark Inc. now owns 22,567 shares of the company’s stock valued at $4,786,000 after buying an additional 5,244 shares during the last quarter. Asset Dedication LLC grew its holdings in iShares S&P 500 Value ETF by 20.7% during the 4th quarter. Asset Dedication LLC now owns 14,669 shares of the company’s stock worth $3,111,000 after acquiring an additional 2,516 shares during the last quarter. WealthShield Partners LLC grew its holdings in iShares S&P 500 Value ETF by 31.1% during the 4th quarter. WealthShield Partners LLC now owns 85,492 shares of the company’s stock worth $18,130,000 after acquiring an additional 20,296 shares during the last quarter. TD Waterhouse Canada Inc. increased its position in iShares S&P 500 Value ETF by 5.4% in the 4th quarter. TD Waterhouse Canada Inc. now owns 165,522 shares of the company’s stock valued at $35,092,000 after acquiring an additional 8,408 shares in the last quarter. Finally, Concurrent Investment Advisors LLC increased its position in iShares S&P 500 Value ETF by 76.6% in the 4th quarter. Concurrent Investment Advisors LLC now owns 113,637 shares of the company’s stock valued at $24,099,000 after acquiring an additional 49,303 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.0%

Shares of NYSEARCA IVE opened at $238.09 on Friday. iShares S&P 500 Value ETF has a 1-year low of $200.52 and a 1-year high of $238.37. The company has a market cap of $50.32 billion, a PE ratio of 20.70 and a beta of 0.82. The company has a 50-day moving average of $230.47 and a two-hundred day moving average of $223.25.

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.