BOK Financial Private Wealth Inc. Sells 3,687 Shares of iShares S&P 500 Value ETF $IVE

BOK Financial Private Wealth Inc. trimmed its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 94,188 shares of the company’s stock after selling 3,687 shares during the quarter. iShares S&P 500 Value ETF makes up about 1.2% of BOK Financial Private Wealth Inc.’s portfolio, making the stock its 15th biggest holding. BOK Financial Private Wealth Inc.’s holdings in iShares S&P 500 Value ETF were worth $19,451,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Condor Capital Management increased its holdings in iShares S&P 500 Value ETF by 2.0% during the third quarter. Condor Capital Management now owns 151,482 shares of the company’s stock worth $31,283,000 after buying an additional 2,993 shares during the last quarter. May Hill Capital LLC raised its holdings in shares of iShares S&P 500 Value ETF by 52.6% in the 3rd quarter. May Hill Capital LLC now owns 38,085 shares of the company’s stock valued at $7,865,000 after purchasing an additional 13,131 shares during the period. Cassaday & Co Wealth Management LLC lifted its stake in iShares S&P 500 Value ETF by 7.1% in the 3rd quarter. Cassaday & Co Wealth Management LLC now owns 34,067 shares of the company’s stock valued at $7,035,000 after purchasing an additional 2,254 shares during the last quarter. Astoria Strategic Wealth Inc. increased its position in iShares S&P 500 Value ETF by 6.4% during the third quarter. Astoria Strategic Wealth Inc. now owns 73,162 shares of the company’s stock worth $15,109,000 after buying an additional 4,408 shares during the last quarter. Finally, Founders Financial Alliance LLC raised its stake in iShares S&P 500 Value ETF by 12.9% in the third quarter. Founders Financial Alliance LLC now owns 1,243 shares of the company’s stock valued at $257,000 after buying an additional 142 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.0%

Shares of NYSEARCA IVE opened at $220.19 on Wednesday. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $223.05. The stock has a 50 day moving average of $216.18 and a 200-day moving average of $209.45. The company has a market capitalization of $49.74 billion, a P/E ratio of 20.70 and a beta of 0.89.

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.