J.W. Cole Advisors Inc. Reduces Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

J.W. Cole Advisors Inc. decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 61,692 shares of the company’s stock after selling 2,396 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $11,776,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Chesapeake Wealth Management lifted its holdings in iShares S&P 500 Value ETF by 3.8% in the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after purchasing an additional 50 shares in the last quarter. West Coast Financial LLC lifted its holdings in iShares S&P 500 Value ETF by 0.3% in the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after purchasing an additional 53 shares in the last quarter. SWP Financial LLC lifted its holdings in iShares S&P 500 Value ETF by 0.4% in the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after purchasing an additional 54 shares in the last quarter. GDS Wealth Management lifted its holdings in iShares S&P 500 Value ETF by 3.3% in the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after purchasing an additional 56 shares in the last quarter. Finally, Roble Belko & Company Inc lifted its holdings in iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after purchasing an additional 57 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.2 %

NYSEARCA IVE opened at $196.62 on Friday. The stock’s 50 day moving average is $194.31 and its 200 day moving average is $195.46. iShares S&P 500 Value ETF has a 12 month low of $175.71 and a 12 month high of $206.63. The stock has a market cap of $35.22 billion, a PE ratio of 23.79 and a beta of 0.81.

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.