iShares S&P 500 Value ETF $IVE Stock Holdings Trimmed by Raleigh Capital Management Inc.

Raleigh Capital Management Inc. lessened its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 18.7% in the second quarter, according to its most recent filing with the SEC. The firm owned 9,216 shares of the company’s stock after selling 2,126 shares during the quarter. Raleigh Capital Management Inc.’s holdings in iShares S&P 500 Value ETF were worth $2,093,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Assetmark Inc. lifted its holdings in 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 worth $4,786,000 after purchasing an additional 5,244 shares during the period. Asset Dedication LLC increased its stake 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 valued at $3,111,000 after buying an additional 2,516 shares during the period. WealthShield Partners LLC increased its stake 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 valued at $18,130,000 after buying an additional 20,296 shares during the period. TD Waterhouse Canada Inc. raised its position in shares of iShares S&P 500 Value ETF by 5.4% during the 4th quarter. TD Waterhouse Canada Inc. now owns 165,522 shares of the company’s stock worth $35,092,000 after buying an additional 8,408 shares in the last quarter. Finally, Trek Financial LLC raised its position in shares of iShares S&P 500 Value ETF by 48.3% during the 4th quarter. Trek Financial LLC now owns 120,030 shares of the company’s stock worth $25,455,000 after buying an additional 39,068 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.6%

Shares of NYSEARCA:IVE opened at $238.01 on Friday. The company has a 50 day moving average of $230.24 and a 200-day moving average of $223.14. The firm has a market cap of $50.30 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a twelve month low of $200.52 and a twelve month high of $238.30.

iShares S&P 500 Value ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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