ONE Advisory Partners LLC Cuts Position in iShares S&P 500 Value ETF $IVE

ONE Advisory Partners LLC lowered its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 18.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 76,462 shares of the company’s stock after selling 17,071 shares during the quarter. iShares S&P 500 Value ETF comprises 4.7% of ONE Advisory Partners LLC’s portfolio, making the stock its 7th largest position. ONE Advisory Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $17,362,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Cassaday & Co Wealth Management LLC boosted its position in iShares S&P 500 Value ETF by 3,286.8% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 1,153,776 shares of the company’s stock valued at $244,681,000 after acquiring an additional 1,119,709 shares in the last quarter. Morgan Stanley raised its position in shares of iShares S&P 500 Value ETF by 7.5% in the 4th quarter. Morgan Stanley now owns 15,278,856 shares of the company’s stock worth $3,240,188,000 after acquiring an additional 1,068,945 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of iShares S&P 500 Value ETF by 4.6% in the 4th quarter. JPMorgan Chase & Co. now owns 18,748,246 shares of the company’s stock worth $3,975,941,000 after acquiring an additional 821,872 shares in the last quarter. Envestnet Portfolio Solutions Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 47.4% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 2,540,243 shares of the company’s stock valued at $538,709,000 after purchasing an additional 816,767 shares during the period. Finally, CWM LLC lifted its stake in shares of iShares S&P 500 Value ETF by 37.5% in the 4th quarter. CWM LLC now owns 2,579,248 shares of the company’s stock valued at $546,981,000 after purchasing an additional 702,987 shares during the period.

iShares S&P 500 Value ETF Stock Up 0.1%

NYSEARCA IVE opened at $236.60 on Thursday. The firm has a market capitalization of $50.01 billion, a PE ratio of 20.70 and a beta of 0.82. The stock’s 50 day moving average is $230.07 and its 200 day moving average is $222.99. iShares S&P 500 Value ETF has a twelve month low of $200.52 and a twelve month high of $236.97.

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. 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.