Hirtle Callaghan & Co LLC Decreases Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Hirtle Callaghan & Co LLC trimmed its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 12,149 shares of the company’s stock after selling 569 shares during the quarter. Hirtle Callaghan & Co LLC’s holdings in iShares S&P 500 Value ETF were worth $2,319,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. LexAurum Advisors LLC increased its stake in iShares S&P 500 Value ETF by 47.2% during the fourth quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after acquiring an additional 1,233 shares during the last quarter. Financial Synergies Wealth Advisors Inc. boosted its holdings in iShares S&P 500 Value ETF by 0.6% in the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock valued at $5,480,000 after purchasing an additional 160 shares during the last quarter. DAVENPORT & Co LLC boosted its holdings in iShares S&P 500 Value ETF by 10.9% in the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock valued at $722,000 after purchasing an additional 372 shares during the last quarter. Equitable Trust Co. purchased a new position in iShares S&P 500 Value ETF in the fourth quarter valued at about $5,806,000. Finally, Empowered Funds LLC acquired a new stake in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $133,000.

iShares S&P 500 Value ETF Stock Down 0.1 %

Shares of NYSEARCA IVE opened at $189.82 on Monday. The stock’s 50 day moving average price is $194.23 and its two-hundred day moving average price is $196.04. The stock has a market capitalization of $36.87 billion, a P/E ratio of 22.06 and a beta of 0.94. iShares S&P 500 Value ETF has a 52-week low of $176.09 and a 52-week high of $206.63.

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.